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Referrals
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: |