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Referrals & Leads Sections

Access Paid Referrals, Pro Bono referrals, and the Leads Dashboard.

Written by Brandon Austin
Updated over 10 months ago

Your Referrals and Leads portals live at the top of the sidebar and guide you from matching to purchase to pro bono service.


1. Paid Referrals

  • Referrals → Paid Referrals: Shows new matches for your active listings.

  • Actions: View Details, Buy Referral, or Unsubscribe.

2. Pro Bono Dashboard

  • Referrals → Pro Bono: Volunteer requests with Accept and Decline options.

  • Track completed cases and add notes.

3. Leads Dashboard

  • Leads: Dedicated tab for purchased leads—Available, Purchased, Expired.

  • Filter, Search, Archive, and Set Reminders.

Visual: Sidebar snippet highlighting Referrals and Leads entries.


See also

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