Referral details

Use the Referral details page to view and edit the details of the referral.

1. The Referred contact section displays the referred contacts.
    

   • Click Add to create a new contact and link them to the referral. See the Adding a new contact topic for details on creating a new contact.
      
   • Select a referred contact and click View or edit to view or edit their contact record, or to access the contact's listings or closing properties.
      
   • Select a referred contact and click Delete to remove the contact from the referral. This does NOT delete the contact record.
      

2. The Referred to or Referred by area (depending on the referral direction) displays the referred by/to contact's name and address. Click the contact's name to view or edit their contact record.
    

3. Enter or edit information about the referral in the Referral details section, using the text fields, drop-down list boxes, list and calendar icons, and option buttons provided.
    

4. Use the Referral notes section to enter notes about the referral.
    

5. Click Close when finished.
    

Action menu items

Send email

Perform mail out

View or edit referred by/to details

View report

Assign to agent

Delete referral