How do I manage my referrals in Biznomos?

To manage your referrals in Biznomos, follow these steps:

1.      Go to the My Referrals tab at the top.

2.      View your outgoing referrals by switching to the Outgoing button under My Referrals from the default Incoming button.

a.      If you have an Admin Biznomos account, you will not only see your incoming and outgoing referrals, you will also see everyone’s incoming referrals here.

my referrals - incoming and outcoming

3.      Search for a specific referral with the search bar.

search bar

4.      Filter results by the From date, the To date, or the Referral Type by clicking on the Advanced Options arrow.

filter search results

5.      View more details on a specific referral by clicking on the blue arrow.

specific referral info with blue arrow on the far right

referral data

 

Didn't find what you’re looking for? Contact Biznomos Support online or call toll-free at 1-800-232-3989 for additional help.

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