How do I manually add a referral form to an opportunity?

Available for User roles Users with Candidate Access
Packages Select Lever packages

Adding referral information to a candidate

  1. Go to the "..." on the opportunity
  2. Click "Add form"
  3. Select the referral form under "System forms"
  4. Complete the form that appears


Viewing, editing and deleting referral information

  1. Access the referral information card by clicking on the Forms section of the candidate's opportunity.
  2. Click on the Referral preview on the summary for a shortcut.
  3. Click on the ellipses icon to Edit, Delete, or mark the referral as secret.


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