Assigning and Managing Referral Owners
Share a work queue with a lot of people? Take ownership of your referrals by designating one or more referral owners! Note that this feature is available at the organization level-- if you don't see referral ownership options, talk to your manager or leader so they can talk to par8o to have it turned on!
When a referral has an owner or owners assigned, you'll see their image(s) on the Work Queue and on the Referral Details page.
You can filter the Work Queue by owner(s) in order to show only referrals that have been assigned to you or your officemates.
How to Add or Clear a Referral Owner
- Locate the referral.
- Click the Select Action button (on the Work Queue) or the Actions button (on the Referral Details view), then select Manage Referral Owners.
- Choose one of the following:
- To add a referral owner, begin typing the person's name or email, and select him or her when the full name appears.
- To remove an owner, click the X next to his or her name.
- Click Save.