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This guide has been reviewed against our global client base and classed as relevant 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 AgencyCloudor edit referral options on AgencyCloud using the Setup Referrals/Leads screen
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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Referral functionality allows an applicant, vendor or contact to be referred to pre-set companies |
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Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify |
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How to add or update edit referral details on AgencyCloud - referral functionality allows an applicant, vendor or contact to be referred to pre-set companiesoptions on AgencyCloud using the Setup Referrals/Leads screen |