Navigating the Platform (Mobile vs Desktop)

Referr is designed to work seamlessly whether you're on your computer or on the go. Here's how to navigate the platform on different devices.

---

Desktop Navigation

On larger screens, you'll see the full navigation menu at the top of the page.

Main Navigation Bar

Menu Item	What It Does
Dashboard	Your home base with stats and quick actions
Explore	Browse all available lead requests
Messages	View and send messages to other users
Lead Requests	Manage your lead requests (buyers)
Lead Sales	Track your submitted leads (sellers)

Account Menu

Click your profile icon in the top-right corner to access:

• Profile – View your public profile
• Settings – Account, billing, notifications, and privacy
• Help – Access help articles and support
• Sign Out – Log out of your account

Quick Create

Look for the + Create button to quickly:

• Create a new lead request (buyers)
• Submit a lead (sellers)

---

Mobile Navigation

On mobile devices, the interface is optimized for touch and smaller screens.

Bottom Navigation Bar

Key sections are accessible from the bottom of your screen:

• Home – Dashboard
• Explore – Browse lead requests
• Create – Quick create button (center)
• Messages – Your conversations
• Menu – Access more options

Hamburger Menu

Tap the menu icon (☰) to access:

• Lead Requests
• Lead Sales
• Purchased Leads
• Inbound Leads
• Settings
• Help & Support
• Sign Out

Mobile-Optimized Features

Several features have mobile-specific layouts:

Messages:

• On desktop: Three-column view (list, conversation, details)
• On mobile: Full-screen conversation view

Lead Requests:

• On desktop: Table view with all details
• On mobile: Card-based view for easy scrolling

Forms:

• On mobile: Simplified layouts with larger touch targets

---

Key Pages and How to Find Them

For Buyers

Task	Desktop	Mobile
View inbound leads	Dashboard → Inbound Leads	Menu → Inbound Leads
Create lead request	+ Create button	Center button on bottom bar
Purchase a lead	Inbound Leads → Purchase	Inbound Leads → Tap lead → Purchase
Check billing	Settings → Billing	Menu → Settings → Billing

For Sellers

Task	Desktop	Mobile
Find lead requests	Explore page	Explore (bottom nav)
Submit a lead	Explore → Select request → Submit Lead	Same flow
Track submissions	Dashboard → Lead Sales	Menu → Lead Sales
Request payout	Settings → Billing	Menu → Settings → Billing

---

Search and Filters

Search Bar

The search bar (top of most pages) helps you find:

• Lead requests by keyword
• Categories
• Users

Filters

Many pages have filter options:

Explore page filters:

• Category (L1, L2, L3)
• Location
• Price range

Inbound leads filters:

• All Inbound
• Hottest (newest)
• Best Quality (highest score)
• Going Cold (needs attention)

---

Notifications

Desktop

Look for the bell icon in the top navigation bar. A red badge indicates unread notifications.

Mobile

Tap the bell icon in the header. Notifications appear as a dropdown or full-screen list.

Notification Types

• New lead submitted (buyers)
• Lead purchased (sellers)
• New message
• Payment processed
• Payout completed

---

Tips for Smooth Navigation

1. Bookmark key pages – Save frequently used pages for quick access
2. Use keyboard shortcuts (desktop):
   • G then D – Go to Dashboard
   • G then E – Go to Explore
   • G then M – Go to Messages
3. Pull to refresh (mobile) – Swipe down to refresh the current page
4. Back navigation – Use the back arrow or browser back button

---

Accessibility

Referr supports:

• Keyboard navigation – Tab through elements on desktop
• Screen readers – Proper ARIA labels for assistive technology
• High contrast – Works with system-level contrast settings

---

Next Steps

• Glossary: Lead requests, submissions, scores & temperatures
• Understanding the dashboard

---

Having Trouble?

If you can't find something or the navigation isn't working as expected, contact support.