How do I assign a client to myself if I forgot to while accepting the referral?

Head to the ‘Inbound Referrals’ tab
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Go to the 'Past Referrals' and click on the client name you need to update
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Click on the 'Case' that youneed to assigned a staff member

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Click on the Account Icon 👇

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Scroll down to 'Staff' and choose the staff member you need to assign
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The client has now been assigned to someone within your organisation! 🎉