Click Configuration and select Setup Referrals/Leads 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, the referral is available to all offices
Tip
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
