Approve matching referrals and notify team channel instantly

Your referral submissions sit in the approval queue when known contacts aren’t linked, delaying outreach. Approve matches automatically and notify your team so vetted leads get outreach same day.

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Overview

Turn your referral queue from a manual bottleneck into a fast intake: known contacts are auto-approved and visible in your team channel so referral managers can act on vetted leads immediately. Unknown referrals are routed to admins for review, keeping decisions timely and reducing backlog same day.