ReferAll Help Centre
Visit our blog
Raise a Support Ticket
Go to Customer Portal
Spend less time on essential Tasks
Getting Started Guides
ReferAll Basics
Adding referrals and more
Get organised with your Referrals
How to manage the status of a referral
View, complete and send Questionnaires
Book and manage sessions
Communicate effectively with your referrals
Create, send and report on text messages
Create, send and view email delivery status
Spend less time on essential Tasks
Tasks
Bulk actions
Analyse your Service Data
Product updates
Security
2-Factor Authentication
MyReferAll
Referrers
FAQ's
Activities and Sessions
Questionnaires
Referral statuses
Referral record
Email
Exports
Integrations
Back to home
ReferAll Help Centre
Spend less time on essential Tasks
Getting Started Guides
ReferAll Basics
Adding referrals and more
Get organised with your Referrals
How to manage the status of a referral
View, complete and send Questionnaires
Book and manage sessions
Communicate effectively with your referrals
Create, send and report on text messages
Create, send and view email delivery status
Spend less time on essential Tasks
Tasks
Bulk actions
Analyse your Service Data
Product updates
Security
2-Factor Authentication
MyReferAll
Referrers
FAQ's
Activities and Sessions
Questionnaires
Referral statuses
Referral record
Email
Exports
Integrations
Spend less time on essential Tasks
Learn how to configure system automation with CRM features for improved efficiency.
Similar tasks appearing at the same time
Deleting Your Referral Data - Use Tasks as Reminders
Tasks
Enable task outcomes for new or existing tasks
Task management
What can I do with Tasks in ReferAll?
Create a new task (user generated)
Create a new task (event based)
See more
Bulk actions
Change referral owner in Bulk (Batch Action)
Change referral status in bulk (Batch Action)
Complete or raise/add a task in bulk (Batch Action)
Completing tasks in bulk from the Dashboard
Send a text message in bulk (Batch Action)
Send an email in bulk (Batch Action)
See more
