Referral

All business leads, contacts and documents referred to external party clients  (who may or may not be ConvergeHub users) can be viewed in the listing page.

• You can perform a quick search by inputting keywords on the Search field.
• You can change the order of the library listing by clicking on the drop down option.
  
• The various combinations of advanced search functions can be saved and edited with keywords of your desire and can be used to search repetitively. The keywords or phrase you have saved are available on the Saved Searches drop down.
• You can mass select the referrals by clicking on the check boxes.
• Referrals can be added to your favorites by clicking on .
• They can be followed by clicking on . By doing so, you will be able to receive all the updates in the feeds.
• You can get the options of viewing followers of a referral by hovering the cursor on it.
• Clicking on the drop down, you have the option of viewing all referrals or only those saved by you.
  
• You have two types of views for the Referral listing page i.e. column view and row view . You can select the view depending on your requirement.
• The display of various Referral fields can be customized by making mouse hover on and then selecting the required fields you want to display.
  
• The Referral listing is paginated and you can set the number of referrals you want to display per page.