Versions Compared

Old Version 6

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version 7

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Image Removed

Info

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

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 Reapit Agency Cloud. AgencyCloud

Info
titleDisclaimer

Before making any changes with your Agency Cloud AgencyCloud configuration, ensure you have read through the guidance provided and that changes are verified.  Correction of changes applied - any changes made by you that impact the operation of Agency Cloud AgencyCloud may incur a charge for our service team to address.to rectify

 

1. Access Setup Referrals screen

  • Click your user name / office / picture at the top of the main menu to view the System menu

  • Click Configuration and select Setup Referrals/Leads


Image RemovedImage Added

2. Setup Referrals/Leads screen

  • Click the Add button
    This action clears the right side of the screen, ready to add the new referral details

Note the following settings:
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

  • Click Save and Exit 



Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "configuration-internal" and type = "page" and space = "RW"
labelsarrears clientaccounts_rnote_12_114 12_114

Page Propertiesexcerpt
hiddentrue
Related issues

How to add or update referral details on AgencyCloud - referral functionality allows an applicant, vendor or contact to be referred to pre-set companies