Once the opportunity status changes to completed, the Provider will be asked to fill in a thank you note to the referrer. Click on the ‘Set as Complete’ button to set the opportunity to Completed and send a thank you note to the Referrer.
The Referrer gets an email saying the opportunity is completed and a thank you note from the Provider.
The client will also get an SMS to compose a thank you note to the Referrer after the opportunity is completed.
Click on the ‘Thank you note’ link from the SMS to compose a thank you note to the Referrer. Then you will be redirected to the Thank You Note page.
Click on the ‘Send’ button to send a thank you note by email to the Referrer.
