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Create referral association linking agent contact to candidate record

Create referral association linking agent contact to candidate record

Your candidate records lack agent links, leaving referral payouts and follow-ups uncoordinated and requiring manual reconciliation. It links candidates to agents so coordinators can act same day.

Create referral association linking agent contact to candidate record

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Overview

Referral links left unrecorded force finance and program teams into manual reconciliation and delay payouts. This flow ties new candidate contacts to their referring agents automatically, giving coordinators clear relationship data and enabling same-day commission and outreach processing.

Create referral association linking agent contact to candidate record