Creating a referral

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

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 record and click Add new referral from the action menu.

Creating a referral involves two parties, therefore you must select or create two contacts in your database. The steps below will guide you through first selecting/creating the contact who is being referred, then selecting/creating the contact you are either sending the referral to or receiving the referral from.

If you are converting a lead into a referral, click here.

1. 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, then skip to step 4.
   

3. Highlight the referred contact(s) you want to use for this referral from the list displayed, then 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.
   Click Next.
    

5. Select the referred by/to contact or agent, by doing one of the following:

   • search for the contact you are sending/receiving this referral to/from by selecting either the Name or Address option, then entering the corresponding search criteria in the text boxes provided. Click Next.
   
   
   • create a new referred to/by contact record for your database by selecting the Don't search. I will create new contacts check box. Click Next. Create a new contact record.
      

6. Highlight the agent or contact(s) you are sending/receiving a referral to/from, then click Finish.

7. The Referral details page is displayed. For more information on working with the Referral details page, click here.