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Help Topic: Sending a Reference Request

Sending a Reference Request

1. Open a Candidate Record

  • Open the candidate record you'd like send a reference request for and locate your references section
  • Since Tracker is customizable your references section may be located in a different tab than this example

2. Send the Reference request

  • Click the blue Send Reference Request button

  • Select your Reference Request email template

  • Click Send when you have looked over the email and are satisfied

  • Once the reference request has been completed you will notice the reference status change from Pending to Completed (with the completion date)