Referrals - how to add & edit

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

This page outlines how to add or edit referral options on AgencyCloud using the Setup Referrals/Leads screen

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

Referral functionality allows an applicant, vendor 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 information on referral functionality, click here: Referrals

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:
Marketplace App	Allows the referral to be passed to a Reapit Foundations Marketplace App Click … button All installed apps will be displayed, select relevant app to link the referral to
3. Save changes Click Save and Exit

Referrals - how to add & edit

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