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

This page outlines how to add, amend or update referrals that can be presented on the role-based screens (e.g. applicant/property) within AgencyCloud

From AgencyCloud 12.144+, a key contact can request access to the Setup Referrals/Leads screen by contacting Reapit Support, click here to request this

Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify

1. Access Setup Referrals screen

From main menu:

  • Click user name/office

  • Select Configuration and click Setup Referrals / Leads

2. Add/edit a referral

From the Setup Referrals/Leads screen:

To add a new referral:

  • Click Add
    This action clears the right side of the screen, ready to add the new referral details, see table below

To edit an existing referral:

  • Select the referral on the left

  • Make changes on the right

  • Click Save

The following settings are available:

Code

Ignore this field - when adding a new referral, the code will be automatically added when the referral is saved

Roles

Select All Roles to offer the referral on all role screens (i.e. property, sales/lettings applicant, landlord)
Or select Specific Roles then choose the specific roles where the referral should be offered 

Name

A description of the referral type, e.g. Mortgage advice
This will be displayed in the referral panel, along with the Company name, see below

Company

The company name the referral is for
This will be displayed in the referral panel, along with the Name, see above

E-mail

If the referral action is to send an email, the address should be entered here - a single address or multiple addresses can be entered

 Using multiple addresses

Where a company-wide email address and/or office specific addresses are required, the addresses should be comma separated and prefixed with a code

E.g. to identify a company email address, York office email & Leeds office email, this would be written as:
C: admin@property.com, YOR: admin@york-property.com, LEE: admin@property.com

Leave blank if using a portal URL for the referral

Portal URL

If the referral action is to open a specific webpage, enter the URL of the referral portal

Leave blank if the referral is via DLL or email

Template

If the referral action is email and a template is to be used, click the ellipsis button (...) to select the template from the list

For email referrals only - leave blank if using a portal URL or DLL

For further information on creating your own email template, click here

Custom tool

Enter the name of the custom DLL - must be prefixed with ref_

For DLL referral only, leave blank if using a portal URL or email

Allow custom tool to update referral: when this option is ticked, an extra option will be included in the menu for this referral to allow the referral status to be updated (by launching the DLL again even though it has already been sent) - this option is only available for custom DLLs

Offices

If the referral is only to be used by specific offices, click Select and choose the relevant offices

If the referral is to be used by all offices, leave blank

Data protection compliance

Tick to enable

When a user chooses this referral type in AgencyCloud, they will see a prompt to remind them that consent is required in order to process the referral - for example:

3. Save changes

  • Click Save and Exit 

For information on referral functionality, click here

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