Add a Referring Agent

You can add a referring agent to a candidate submission and candidate profile.

1. Open a candidate submission or candidate profile.
2. Click the Referral tab.
3. Click Add Referring Agent.
4. Enter comments.
5. Selected a referring agent.
6. Click Save.

Results:

The Referral tab displays the name and email address of the agent, and the name of the agency. The status also indicates if the referrer ownership is still effective or not. If it's still effective, you can change the referring agent and the ownership period of the new agent will be reset. You can also remove referral information. This doesn't actually remove the information, it just expires the current ownership period. If the ownership has expired, you can only change the referring agent. When an agent refers a candidate, the ear icon is displayed with the letter A.