Category Archives : Referrals RSS feed for this section

Editing a Referral

After a Referral Record has been created, it can be updated with new information, additional referred contacts, status changes, or be linked to listings and closings. To view the details of a referral...

About Referrals

The Referral feature of Top Producer 8i allows you to track referrals that you have received or distributed. You can track referral sources, view the referred contact details and the details of each r...

Adding a Referral

Every referral record involves at least two parties: the contact being referred (the Referred Contact) and the contact who is either the sender or the receiver of the referral (the Referring Party). O...