The Referral Info Tab

The Referral Info tab contains the global information about the current referral record. Information such as source, status, income, and date information which defines the scope and status of the referral record.

Topics related to this screen
Fields available on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Referrals	From the Referral Record screen, click the Referral Info tab.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Contacts	Information Hierarchy in 8i
Referrals	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
Listings	Creating a Listing by clicking the Create Listing/Closing action link and selecting Listing from the pop-up.
Closings	Creating a Closing by clicking the Create Listing/Closing action link and selecting Closing from the pop-up.

FIELDS AVAILABLE ON THIS SCREEN
FIELD	COMMENTS
Referral Number	A free-form field that you can use to store reference numbers in the event that you or your broker uses an external referral tracking system.
Referral Source	Refers to the conditions responsible for the referral, rather than the person referring the contact to you.
Transaction Status	The referral status field is used to track the progress of the referred contact(s) itself, not the status of any listings or closings that are created from the referral record. The referral fee and commission amount will only be added to your referral income/expense totals when the referral is assigned a status of "Closed/Paid". The referral status is not connected automatically to any listings or closing created from the referral record.
Referral Fee	Can be defined as a whole number or a percentage of the Commission Amount. To define as a percentage of the commission, click the Calculate based on % link. Enter the total commission amount in the $ field and the percentage in the @ field. Click the % Calculate link.
Commission Amount	Can be defined as a freestanding value or can be used to define the value of the Referral Fee field.
Sale Price	The selling price of the property or properties that resulted in the commission.
Dates	The Referred On date is populated automatically to the value of the Referral Record's creation date. The Closed On and Referral Fee Received On fields are defined manually.
Assign To	If you are a member of a team or broker account, all your team members will be available from this drop-down list.