Adding a new referral

NOTE: The referred by/to contact is the person you receive referrals from and send referrals to. The first time a referral is received from or sent to this contact, use Create referral - this creates their referral record. After this, any time you have future referral business with this contact, select their existing referral record and use Add new referral.

If you require instructions on how to access this page, click here.

1. To add a referred contact, click Add new referral from the action menu. The New referral wizard starts.
    

2. Select the referred contact(s) by doing one of the following:

• search for the referred contact by selecting either the Name or Address option, then entering the corresponding search criteria in the text boxes provided. Click Next.
   

• create a new referral contact record for your database by selecting the Don't search. I will create new contacts check box. Click Next. Create a new contact and then skip to step 4.
   

3. Highlight the referred contact(s) from the list, and click Next.
    

4. Select the referral direction:

   • click Sent if you are sending this contact to another agent.
   • click Received if another agent has referred this contact to you.
    

5. Click Finish. The Referral details page opens. For more information on working with the Referral details page click here.