How to Manage Affiliate Referrals

This training video explains how your affiliates can send referrals to you through the Affiliate Portal or by using their Fast Link. 
 

You'll learn how to set up an affiliate so they can start submitting referrals, where to find incoming affiliate referrals inside Client Dispute Manager, and how to manage them by moving referrals to the Customers screen as leads or archiving referrals you don't want to work on.