Open the
Referrals Summary screen.
How?
A referral always has a progress status, which can be viewed in the last column on the Referrals Summary screen.
To follow-up on a referral, perform a single activity or mark done an activity from an applied action plan. If you link any of the associated contacts of the referral record to a listing or closing, or if you create a closing from a listing, the progress status of the referral changes accordingly.
New: The referral has been accepted but no actions have yet been taken.
Followed up: When you mark a single activity as "done" for any of the contacts attached to the referral, the progress status changes to "Followed up".
Listing: When you create a listing for any of the Referred Contacts attached to the referral, the progress status changes to "Listing".
Closing: When you create a closing for any of the Referred contacts attached to the referral, the progress status changes to "Closing".
Listing-Closing: When you create a closing from the existing listing, the progress status changes to "Listing-Closing".
To view a referral's status:
Open the
Referrals Summary screen.
How?
The Referral's status is displayed in the Status column.
Tip: The referral status is also displayed in the Referral Info tab.
