Limit referrals to specific offices

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.183

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

Enterprise customers can request configuration via Reapit Support
To request this option to be enabled on your system, click here to contact Reapit Support
When contacting Reapit Support, include which referrals you want to limit to which office(s)

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 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

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:

Referral functionality, click here: Referrals
Setting up & configuring referrals, click here: Referrals - how to add & edit

From main menu:

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

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

Limit referrals to specific offices

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