Allow user access to Setup Referrals/Leads screen - configuration option

Owned by Fiona Hardy
Feb 08, 2022
1 min read

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

The Setup Referrals/Leads screen is used by Reapit Service teams to create/edit referral options for use in AgencyCloud

An authorised user or user group can be given access to this screen to allow referral configuration maintenance to be carried out without contacting Reapit Support

A key contact can request access to the Setup Referrals/Leads screen by contacting Reapit Support, click here to request this

For information on how to use the Setup Referrals/Leads screen, click here
(before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly)

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