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Configurable option for Enterprise customersIf you have access to configuration screens, you can set this up yourself via the Setup Referrals screen, as outlined here: Referrals - how to add & edit Enterprise customers can request configuration via Reapit Support If you have access to configuration screens, you can set this up yourself via the Setup Referrals screen, as outlined here: Referrals - how to add & edit |
When using referral functionality, it is possible to limit a referral so that it is only available to be used for properties/applicants/contacts in from a specific office or offices
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:
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When using referral functionality, it is possible to limit a referral so that it is only available to be used for properties/applicants/contacts in from a specific office or offices |
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