video1.0<iframe src="https://www.loom.com/embed/b139afffa7474d0e8f75a6dfa1dec7c2" frameborder="0" width="1440" height="1080" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10801440Loomhttps://www.loom.com10801440https://cdn.loom.com/sessions/thumbnails/b139afffa7474d0e8f75a6dfa1dec7c2-00001.gif50.166666666666664In this Loom, I discuss a recent customer referral received via Advisory Vault. I explain the steps to take when we receive a referral, including assigning tasks to the appropriate team members. I also emphasize the importance of reaching out to the customer and informing them about our call. Lastly, I suggest adding this process to our referral process documentation. Watch the Loom to learn more about how to handle referrals and assign tasks effectively.