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Here are the steps to send a referral.

1. Log into the Sales Administration Area

By logging into the system, any submissions – including both general referrals and actual ‘Sales Advices’ (on holds) – can be assigned to your account.

This link can be found on the right side of the bottom of the page.

2. Log in

Enter your Username and Password into the Sales Administration Area and click Login.

3. Monitor service delivery

In the Sales Administration area you are able to monitor service delivery of sales and referrals.

Click on ‘Manage Leads’ to update the status and enter comments about the progress of a lead.

4. Submit Referrals

Click on ‘Submit New Referral’ to pass referrals on.