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This guide has been reviewed against our global client base and classed as relevant |
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all regions |
Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies - for example, a sales applicant could be referred for conveyancing or to a financial services or removal company
This page outlines how to add, amend or update referrals that can be presented on the role-based screens (e.g. applicant/property) within AgencyCloud
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| title | Disclaimer |
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From AgencyCloud 12.144+, a key contact can request access to the Setup Referrals/Leads screen by contacting Reapit Support, click here to request this
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Before making any changes with your AgencyCloud configuration, ensure you have read through the guidance provided - any changes made by you that impact the operation of AgencyCloud may incur a charge to rectify |
1. Access Setup Referrals screen
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2. Add/edit a referral From the Setup Referrals/Leads screen: To add a new referral:
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If referral is via email, this field should be blank
Template
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To edit an existing referral:
The following settings are available: | |
Roles | |
Leave set to All Roles or choose Specific Roles which will limit where the referral option is offered
Select All Roles to offer the referral on all role screens (i.e. property, sales/lettings applicant, landlord) | ||||||
Name | A description of the referral type, e.g. Mortgage advice | |||||
Company | The company name the referral is for | |||||
If the referral action is to send an email, the address should be entered here - a single address or multiple addresses can be entered
Leave blank if using a portal URL for the referral | ||||||
Portal URL | If the referral action is to open a specific webpage, enter the URL of the referral portal Leave blank if the referral is via DLL or email | |||||
Template | If the referral action is email and a template is to be used, click the ellipsis button (...) to select the template from the list |
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For email referrals only - leave blank if using a portal URL or DLL For further information on creating your own email template |
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Offices
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Custom tool | Enter the name of the custom DLL - must be prefixed with ref_ For DLL referral only, leave blank if using a portal URL or email Allow custom tool to update referral: when this option is ticked, an extra option will be included in the menu for this referral to allow the referral status to be updated (by launching the DLL again even though it has already been sent) - this option is only available for custom DLLs |
Offices | If the referral is only to be used by specific offices, click Select and choose the relevant offices If the referral is to be used by all offices, leave blank |
Data protection compliance |
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Tick to enable When a user chooses this referral type in AgencyCloud, they will see a prompt to remind them that consent is required in order to process the referral - for example:  | |
3. Save changes
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For information on referral functionality, click here |
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How to add or update referral details on AgencyCloud - referral functionality allows an applicant, vendor or contact to be referred to pre-set companies |