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 AgencyCloud
Disclaimer
Before making any changes with your AgencyCloud configuration, ensure you have read through the guidance provided - any changes made by you that impact the operation of AgencyCloud may incur a charge to rectify
1. Access Setup Referrals screen
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2. Setup Referrals/Leads screen
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| 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
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