Tracking Referrals through Connect

Aunt Bertha makes it easy to track the referrals that you have made, so you can easily follow up and close the loop!

How to Track a Referral

  1. Log in and search by Category or Keyword
  2. Once you find a program you like for a seeker, locate the "Connect" button on the Program Listing
  3. Select, "I'm referring someone else"
  4. Enter your name and email address
  5. Enter the name, email address and phone number (optional) of the person you are referring
  6. Click "Send"

How to View and Update Referrals

  1. Log in and view your Referrals folders by clicking "Referrals" at the top of the screen
  2. On the left hand side, under "Referrals I Made", select the referral folder you would like to review
  3. To update the referral status, click the drop down menu next to the program. You can denote whether the seeker was able to get help or not by selecting either "Got Help", "Not Yet", or "Couldn't Get Help"

How to Delete Referrals

  1. Log in
  2. View your Referral folders by clicking "Referrals" at the top of the screen
  3. Select the Referral folder you want to edit
  4. Click "Edit" on the top right
  5. Select "Delete this Folder"

How to Print a Referral Folder

  1. Log in
  2. View your Referral folders by clicking "Referrals" at the top of the screen
  3. Select your Referral folder on the left that you want to print
  4. Once you have selected to folder, click the "Print" button on the right hand side of your screen. A printer friendly version of the programs' information will appear.
  5. From your browser, select "Print"

 

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