Referrals

Tracking Referral Statuses

A referral always has a progress status, which can be viewed in the last column on the Referrals Summary screen. If you link any of the associated contacts of the referral record to a listing or closing, or if you create a closing from a listing, the progress status of the referral changes accordingly. New:

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Tracking the Effectiveness of a Referring Party

The Referral feature enables you to track how effective referring parties have been at turning the referrals you send them into sales, and also the quality of the referrals that they have sent your way. The Referring Party tab of every referral record contains the overall statistics for referrals sent and received from the referring

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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 record, hover over Contacts in the main menu and click Referrals Summary. Click the row of the referral you want to edit,

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Creating a Referral Report

Referral reports can be generated based on either a group of referrals (summary reports and statistical reports) or individual referral records (detailed referral reports). There are several report types available, each containing different information. Creating a Report for Multiple Referrals In the main menu, hover over the Contacts menu and click Referrals Summary. Use the

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About Referrals

The Referral feature of Top Producer CRM 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 referral agreement. You can also view or print detailed referral statistics to see which referral sources send you the most referral business.

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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). Once added, you can track all aspects of the referral from the Referrals Summary, accessible from within the Contacts menu. All parties tracked

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Adding Additional Contacts to a Referral

Referral records can contain one referring party and multiple referred contacts per record. Use this procedure to add additional referred contacts to an existing referral record. To Add Contacts to a Referral Record: From the Main Menu bar, go to Contacts and select the sub menu Referrals Summary. This opens the Referrals Summary screen. Locate

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