The Add Referral Form

The Add Referral form enables you to add the basic information set needed to create a referral and immediately apply an action plan.

Topics related to this screen
Fields available on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Main Menu	From the Main Menu bar, select Contacts > Add Referral.
Contacts	From the Contacts Landing screen, click the Add Referral action link. From the Referrals Summary screen, click the Add Referral action link. From the Contact Record's header, click Perform Action > Create Referral.

TOPICS RELATED TO THIS SCREEN
FEATURE	ACTIVITY
Contacts	Contacts and Uses for Contact Information Information Hierarchy in 8i Working with Referrals Adding a Referral Editing a Referral Adding Contacts to a Referral Tracking a Referral's Status Tracking the Effectiveness of a Referring Party Creating a Referral Report

FIELDSETS/FIELDS AVAILABLE ON THIS SCREEN
FIELDSET	Fields	COMMENTS
Name Details	Multiple values allowed	Select every relevant type so that you can effectively target the contact for various marketing plans.
	Name	If the contact is a straightforward first name/last name entry, just enter it in the text field and 8i will parse it correctly. If the contact's name is complicated, click the Name details link to open a more complete data entry screen.
	Spouse/Partner	See the comment above.
	Company	Select a company name from the drop-down list, or enter the name in the text box. To add a company name to the drop-down list for future use, click the Add link and specify a value. You will have the option of including the contact's company name on letters and other correspondence.
Contact Info	Primary Contact Method	The contact's primary contact information will be displayed beneath the client's name in the Contact Look-up. This field is also used when applying marketing plans to distinguish between clients who prefer the phone and clients who prefer email contact.
Contact Info	Secondary Contact Method
Primary Property		This set of fields will be used to create the contact's primary property record. A contact can have multiple investment properties but only a single primary property.
Contact Management	Apply Action Plan	Action Plans are the core of TP8i's marketing power. It is highly recommended that you get in the habit of applying plans to ensure that you're reaching out to your contacts at regular intervals.