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This ensures that only relevant referral options are shown in the Referrals/Leads list - which is particularly useful for franchise set-ups and businesses covering a large geographical area
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Referral functionality allows an applicant, vendor/landlord or contact to be referred to pre-set companies - for example, a sales applicant could be referred to companies for conveyancing, removals or financial services For more information on: |
From main menu: :
If you have not used this screen before, or you have not got access to it, ensure you read the information in the guide titled Referrals - how to add & edit (see link above)
Select the relevant referral on the left side of the screen In Applicable Offices (bottom right), select the office(s) this referral is applicable to
When field is blank it will be , the referral is available to all offices 
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In this example, the financial services referral option for Kelly & Co will only be available for properties, applicants or contacts with their Main Office set to London |
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| sort | creation |
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| showSpace | false |
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| reverse | true |
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| cql | label = "referrals" |
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