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How to Access IB Referral Reports in (CRM)

Updated over 3 months ago

1. Navigate to your CRM instance or log in link.

2. Click "My Dashboard"

3. Select your Referral dashboard.

4. Click "View Report (IB Referrals by Source Details)"

5. Click and hold Scrollbar and drag to the right.

6. Click "View Details" on the record you would like to view details on.

7. You will be redirected to the Intake opportunities details view where you can view and comments or data pertaining to the admission.

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