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View or Edit Applicant References

You can manage references in Deals. This is a person who can vouch for the applicant.

  1. From the Applicant tab, click the Applicant References sub-tab.

Current references associated with the applicant are listed.

Click the Remove icon to delete the reference. Click Yes to confirm.

  1. Click the name of the reference you want to view or edit information about.

Personal details about the reference appear.

  1. Complete or edit any fields, and click the Save icon .
  2. Click Return to References to return to the references list.

See Add Applicant References to add a new reference.