A draft is a referral you've started but haven't sent. Save one when you're still waiting on a phone number, or want to check with your client first. Drafts are on every plan.
Save a draft
- Click the green New referral button at the top right. On a phone it's the green +.
- Fill in what you have. A draft needs at least one of these: the client's name, a phone or email, or a note.
- Click Save as draft, under the send button.
You'll see Draft saved. Nothing was sent, nobody is told, and a draft doesn't count toward your plan's monthly referrals until you send it.
Pick it up and send it
Your drafts are on your Referral Desk under Drafts, above your open referrals, newest first. Only you can see them.
- Click Review and send on the draft. The New referral form opens, filled in.
- Change anything you need, then click Send referral handoff. The Before you send pop-up opens, as it does for every referral (see Handoff checks).
- Not ready yet? Click Save draft to keep your changes for later.
Once it's sent, the draft is gone and the referral is on your Referral Desk with a New status.
To remove a draft, click Delete, then Delete again to confirm. Keep it leaves it where it is.
Drafts from your Refervia Line (Pro and up)
On Pro and up, your Refervia Line makes drafts for you:
- Call your own Line and say the client's name, their number, what they need and who you'd like to send them to. It's a draft, ready to send when you park.
- Call out from your Line: if a new referral comes up on the call, it's a draft too.
A draft from your Line says From a call or From a voicemail. Open it and what was said shows above the form, with Hear it on your Refervia Line to go back to the call.
A referral a partner leaves on your Line is different: you received it. It waits at the top of your Referral Desk from that partner, and Add to my desk saves it as a received referral with a New status. Received referrals never count toward your plan.
Good to know
- Your partner isn't told anything until you send.
- Drafts never count toward your monthly referrals, only sending does. If you've used this month's, you can still save drafts and send them once your count resets on the 1st, or after moving up a plan.
Trouble?
- "Add the client's name, a way to reach them, or a note before saving a draft.": the form is empty. Add any one of those.
- "That draft couldn't be opened": it was already sent or deleted. Start a new referral instead.
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