A referral begins as logged and can move through accepted and in progress before being marked won or lost. The receiving member is best placed to keep that progress current.
A group administrator can also update status where oversight is needed. Only the receiving member or an administrator can make these changes.
When marking a referral as won, MyNetworx requires the value of the work won. Use an appropriate value agreed with your organisation and avoid adding unnecessary client information.
Step by step
Update a referral outcome
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Open the relevant group’s Referrals area
Find the referral in the period and list that contains it.
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Open the referral
Review the sender, recipient and description before changing its progress.
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Choose the current status
Use accepted when you have taken responsibility, in progress while the opportunity is active, or won or lost once there is a clear outcome.
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Add the won value when required
If the outcome is won, enter a value greater than zero and confirm the update.
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Review the updated summary
The status contributes to member and administrator referral summaries for the selected month, year or all-time view.
Common questions
Before you begin
Who can update referral progress?
The receiving member or a group administrator can update the status.
Does marking a referral won require a value?
Yes. MyNetworx requires a valid value greater than zero when the referral is marked won.