Assign to a User:
Select the assign icon in the top right, next to the referral status.
A dropdown will appear.
Choose the user or users you'd like to assign.
Setting Up Assignment Alerts
This ensures that you will be notified when a referral is assigned to you.
Go to Notification Settings: Navigate to "Notifications" in your account settings.
Enable Alerts: Check "You are Assigned to a Referral."
Save: Save your settings to receive notifications when assigned to referrals.
Benefits of This Feature
Efficient Delegation: Assign tasks to the right team members.
Team Collaboration: Easily assign referrals to multiple users for teamwork.
Stay Informed: Get instant alerts for new assignments.
With Careflow, managing referrals is simple and effective, keeping your team connected and on track.
Start leveraging this feature today to boost teamwork and efficiency! 🎉