Transferring Referrals
Referrals should be transferred to an agent from the same agency. Selecting an agent outside the agency is correct as long as the agencies are compatible (staffing can be transferred to staffing (or staffing and contingent), contingent can be transferred to contingent (or staffing and contingent) while staffing and contingent must be transferred to agents supporting staffing and contingent.
- Click the Agents tab.
- Click on the desired agent.
- In the Login tab, click Transfer Referrals...
- Browse to select an agent.
- Click OK.