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Share Client and Candidate Referral Links

Share referral links directly from both client and candidate profiles to promote your company and expand your network. Using built-in referral links makes it easy to invite others and grow your CRM through referrals.

 

For demonstration purposes, this article uses a client profile to show how to share referral links. The same steps apply when sharing referral links from a candidate profile.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click on any client from the list in the Clients section.


Step 2: Click the Profile tab to access the client profile.

Step 3: Under the Shareable Link section, you can copy any referral link you need by clicking the copy icon next to the respective referral link, as shown in the screenshot below.