The Referral Record Screen

The Referral Record screen is the top-level screen for accessing all information concerning leads you have referred to other contacts and leads that contacts have referred to you. The following tabs are accessible from within each Referral Record screen:

The Referral Info Tab
The Referred Contacts Tab
The Referring Party Tab
The Activities Tab
The Notes Tab

Available on this screen:

Topics related to this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Referrals	From the Referrals Summary screen, click the row of the referral you want to view.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
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 About Notes
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.