Introduction
Referrals in PUPS are added by an agent upon request. This article explains how to request a referral be added and what to do if you need to add more than one.
How referrals are added
To add a referral to PUPS, contact the agent and let them know you want a referral added. The agent will take care of adding it for you.
Step-by-step instructions
Reach out to the agent and request that the referral be added to PUPS.
Provide any referral details the agent needs to complete the request.
If you have additional referrals, tell the agent so they can add those as well.
What to do if you have more referrals
If you need to add more referrals, simply let the agent know. They can help you submit the additional referrals in the same request or as needed.
Additional information
Referral handling may vary based on your organization’s workflow. If you are unsure what information to provide, contact your support team or agent for guidance.
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