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ReferAll Help Centre
Spend less time on essential tasks
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
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)
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Tasks
What can I do with Tasks in ReferAll?
Task management
Create a new task (user generated)
Create a new task (event based)
Enable task outcomes for new or existing tasks
