Referrals Platform Integration

We are working on an integration with Salesforce later this year. In the meantime, you can add a link to referrals folder your client/patient's information page on Salesforce or your internal Case Management System for easy access.

If multiple people support the same seeker, you can share referrals across your staff

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk