The Referring Party Tab

The Referring Party tab contains information about the contact who is acting as either the receiving party or the referring party for the current referral record. The information contained in the Referring Party tab is not restricted to the current referral record, but is instead a compilation of statistics and contact records which span every referral record between you and the referring party.

The Referring Party tab contains two subtabs: Statistics and History of Referred Contacts. The statistics tab contains a statistical breakdown of contact's referral history and their rank among other referring parties. The history tab details the contacts who have been received from/referred to the referring party and the fees associated with them.

Topics related to this screen
Special information on this screen

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

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Contacts	Contacts and Uses for Contact Information Information Hierarchy in 8i
Referrals	Working with Referrals Tracking a Referral's Status Tracking the Effectiveness of a Referring Party
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.

SPECIAL INFORMATION ON THIS SCREEN
FEATURE	DESCRIPTION
Statistics tab	View Statistics: # Referral Received, # Referral Sent, Fees Paid, Fees Received, and the percentage of each compared to the total pool of referrals.
History of Referred Contacts tab	View the complete history of contacts that you have sent to and received from the current contact by clicking the History of Referred Contacts link.