The Referred Contacts Tab

The Referred Contacts tab contains links to every contact record linked to the current referral record. These are contacts that you either referred to a receiving party, or that a referring party referred to you. Although there are no limits enforced on the number of contacts that can be added to a single referral record, in most cases, a single contact is linked to a single referral.

Topics related to this screen
Icons used on this screen

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

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Contacts	Contacts and Uses for Contact Information 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.
Email	Composing an Email Message

ICONS USED ON THIS SCREEN
ICON	COMMENT
	Delete the linked contact.
	Email the contact.