Trackable Referral Challenge: Manual Approvals

You can easily manage your referrals manually if you do not automatically track them via Salesforce. Please note that if you have the Salesforce integration installed, a manual update will override any automated Salesforce updates.

In order to manually advance a referral, click on the referral submission from your referral challenge as seen below.

Select "More Options", and then choose the best course of action. You can approve a response, thus advancing it to the next stage, or you can reject the response, stopping the advocate at that stage:

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