Referred by/to details

 

  1. To view or edit the details of the agent or contact the referral was sent/received to/from, click View or edit referred by/to details from the action menu. The Referred by/to details page is displayed.
     

  2. The top left area displays the referred by/to contact's name and address. Click the contact's name to view or edit their contact record.
     

  3. Click Contact type to apply or modify the contact type(s). Use the drop-down list box to view any contact types that are currently applied.

    4.  

  4. Click Action plan to apply or modify the contact's action plan(s). Use the drop-down list to view any action plans that are currently applied.

    5.  

  5. If there is a call scheduled for this contact, the first scheduled call's date will be displayed in the Next call date field. Click the Next call date link to view or edit the call details.

    6.  

  6. If there is no call scheduled, click the Next call date link to schedule a call.

     

  7. Click the Statistics tab to display the referral business statistics for this contact.
     

  8. Click the Contacts referred tab to view referrals that you have received from and sent to this contact.
     

  9. Click the Referred by/to contact notes tab to view and work with notes for the referred by/to contact.

 

  1. Click Close.

 

Action menu items

 

Send email

Add new referral

View report

Delete