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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE |
This article provides a simple overview of how to add, amend or update referrals that can be presented on the role based screens (e.g. applicant/property) within Reapit Agency Cloud.
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Before making any changes with your Agency Cloud configuration ensure you have read through the guidance provided and that changes are verified. Correction of changes applied that impact the operation of Agency Cloud may incur a charge for our service team to address. |
1. Access Setup Referrals screen
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2. Setup Referrals/Leads screen
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| Roles | Leave set to All Roles or choose Specific Roles which will limit where the referral option is offered |
| Portal URL | If referral is via email, this field should be blank |
Template | Click ellipsis button (...) to select from list or create your own email template - as outlined here |
Offices | Determine scope of referral - leave empty if applies to all |
Data protection compliance | When enabled - when this referral option is selected, the user will see a prompt to remind them that consent is required in order to process the referral |
3. Save changes
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