New UI - setup referrals/leads screen

Owned by Fiona Hardy, created
May 28, 2024
1 min read

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

Available from version 12.185

As part of the on-going new user interface (UI) project, the Setup Referrals/Leads screen has been redesigned to bring it in line with previously redesigned screens

From main menu:

  • Click user name/office (top left)

  • Select Configuration and click Setup Referrals / Leads

    • The screen displayed uses the new UI format

    • All existing functionality exists but with a refreshed look and feel

Setup referrals screen.png

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:

Related articles