Add/Manage Buyer Referrals
Next

#The text in the yellow column is an example of how you should enter information.

 

Manage Referral

Select this link to either create or manage referrals within a buyer record.

Select the link.

 

 

Create Referral

The first step in creating a referral is to select create referral link.  You will be asked to assign the referral to an office.  A pop up window will appear and you can search  on the area/suburb the buyer is interested in. The result will return which offices cover that area.

Select the link.

Assign an Offfice

Select the office that you want to refer to. User is only allowed to select one office.

Click/search Gauteng - East Rand - Benoni

 

 

Agent name

Once you have assigned an office, you must select the agent contacted - as per the referral policy .

Jurina Grobler

Type

Assign the role of the agent that you are associating to the office in the previous step.

Agent, Agent contacted, Referrer.

 

 

 

Area

Once you have completed creating/managing the record, the referral record will look as the above screen shot. This is where the referral has been assigned, this was in the first step.

East Rand

Office

The office within the area, that will be helping the buyer.

Benoni

Access This is the amount of access the assigned office will have on the buyers details.

Either they can update a record or not.

 


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