Referral manager

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

The Referral manager page displays a list of your referrals.
 

1. Click the Check for new referrals link (located just below the second drop-down list) to refresh the list and see any new referrals that have been received since you opened the Referral manager.
    

2. Use the two drop-down list boxes to search for referrals using specified criteria:
    

1. Click the Search by drop-down list and select from:
• Referral direction
• Referral source
• Referral progress status
• Referred by/to name
• Referred contact name
• Referral transaction status

2. The second drop-down list options will change to reflect your Search by choice. Select or type what you want to search for.

3. Click Start search to return a list of search results.

4. Highlight referral records from the list, then click the action menu items to work with and manage your referrals.

5. Click Close.

Action menu items:

Create referral

Send email

View or edit referral

View or edit referred contact

View or edit referred by/to details

View referral business summary

Apply action plan

Assign to agent

View report

View top sources

Delete referral