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Tracking Referrals and Follow-Up

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You can track referrals from two places:

1. From the Member’s Profile

Each member’s profile includes a Referrals section. Here, you can:

  • See all referrals added or sent
  • View the status (whether it’s been sent, opened, or still pending)
  • Resend or edit referral details if needed

2. From the External Resources Page

The External Resources tab in the main sidebar gives a full view of:

  • All referrals sent across the organization
  • Referral templates in use
  • Organizations listed as external resources
  • Status indicators (e.g., “Sent,” “Opened")

This helps you and your team monitor outreach efforts and see which referrals are getting responses or need follow-up.

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