We have a field called "Referred By". You can add in who ever you want and assign them to a file and then can run a report to see who has referred business to you.
From your Whiteboard go to Back Office/Misc Menu/Manage Referral Codes.
You will see "Add new referral code"
Enter a code. Say the Sales Rep is Susan Smith. Enter SSMITH. Side note, if you get Listing Brokers or Selling Brokers referring to you, you can use LBROKER or SBROKER, then it will convert that on the report based on who is selected in the file.
Enter the Description. In the above "Susan Smith" example, you can put "Susan Smith" or "Listing Broker"
Then, you can assign them on the Create File Screen OR in Misc Change within a file!
Hello
This is an existing feature.
We have a field called "Referred By". You can add in who ever you want and assign them to a file and then can run a report to see who has referred business to you.
From your Whiteboard go to Back Office/Misc Menu/Manage Referral Codes.
You will see "Add new referral code"
Enter a code. Say the Sales Rep is Susan Smith. Enter SSMITH. Side note, if you get Listing Brokers or Selling Brokers referring to you, you can use LBROKER or SBROKER, then it will convert that on the report based on who is selected in the file.
Enter the Description. In the above "Susan Smith" example, you can put "Susan Smith" or "Listing Broker"
Then, you can assign them on the Create File Screen OR in Misc Change within a file!
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