How to refer a consumer to another service provider
Within a folder a service provider can refer consumers to another service provider.
For example, a realtor can refer consumers in a specific folder to a selected notary. In the background:
- an email is sent to the notary to notify him of this referral
- an email is sent to the consumer that he/she is referred by you to that notary
- for the notary, a folder will be automatically created with the same journey type and reference
- for the notary, a connection request is sent to the consumer
To find all the Linckr-enabled service providers use the query serviceProviders.
Once you have the id of the service provider you want to refer to, you can send the referral via the mutation referConnectedServiceProviders.