Referrals
This guide has been reviewed against our global client base and classed as relevant to 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
Where multiple contacts exist on a record, individual referrals can be made for each contact
Referrals can be reported on using Power Reports or standard reports - both types export to Microsoft Excel
Referral functionality needs to be set-up & configured, click here to contact Reapit Support
The Referrals panel is found at the bottom of the applicant/property/contact screen: | |
1. Referrals panel The panel lists all referral companies that are relevant to the current record
 | Hovering over a referral which has been actioned displays further information about it, such as who actioned the referral, the date, the current status, the amount paid |
2. Generating a referral Clicking an entry in the referrals panel can initiate one or all of the following:
After the referral has been completed, a message is displayed to confirm that the referral has been sent:
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3. Progressing a referral To progress a referral, click the referral for further options These options are dependent on configuration therefore might not be accessible When a referral is marked as Succeeded:
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4. Reporting - Power Reports Referrals can be reported on using Power Reports or via standard reporting (see section 5) From Reports on main menu:
Excel output options
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5. Reporting - standard reports From Reports on main menu:
The example below is in Referral Report style showing all referrals for one office made in one day: |
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