video1.0<iframe src="https://www.loom.com/embed/23685fc35ec8497e88841a3bffa8a91c" frameborder="0" width="1794" height="1345" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13451794Loomhttps://www.loom.com13451794https://cdn.loom.com/sessions/thumbnails/23685fc35ec8497e88841a3bffa8a91c-cb884da555e1b266.gif190.677In this video, I explain the Refer Us settings in our project portal, which allows customers to refer business directly without needing a three-way introduction. I highlight how to customize the referral description and the importance of the main assignee for new leads. It's crucial to remember that these settings apply across all project portals. I encourage you to review these settings and make any necessary updates to enhance our referral process.