- Make sure you are logged into the
span class market Market
span class mlLeader Leader
- In the navigation list, click Referrals.
- To accept a referral,
- For a specific referral, click Accept.
- Review the terms of the referral.
- If you agree, click the check I agree to the referral terms above check box.
- In the Assign to agent To Agent list, select an agent.
The Assign To Agent list includes all active agents.
- Click the Accept Referral button.
If you do not agree to the terms, click Cancel.