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, […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
Read More...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 […]
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