Track referrals and thank the people who send them

Record who referred each new client, see your top referrers, and keep track of which thank-yous have gone out.

The Referrals page records every client someone sent your way, who sent them, and whether you have thanked them yet. Its heading says what it is for: reward the activity, not just the result. A referral is worth noting the day it arrives, long before it closes.

Add a referral

Open Referrals from the sidebar.
Select + Add Referral. The Add New Referral form opens on the page, and the button changes to Cancel.
Under Referred Client, search for the person who was referred to you. If they are not in your clients yet, choose + Add new client in the dropdown, fill in their details, and select Add & Select Client. You can add a second contact for a spouse or partner.
Choose the Agent the referral belongs to. It defaults to you.
Under Referring Client, search for the client who made the referral. You can pick two if a couple sent the client together.
Set the Date Received.
Tick Thank You Note Sent if you have already thanked them, and add any Notes.
Select Save Referral.

The referral appears at the top of the list, and the referring client's count goes up by one.

How the form keeps count

As soon as you pick a referring client, the form tells you how many referrals they have given you before this one, and suggests a way to say thanks:

1st Referral - Send a thank you note.
2nd Referral - Coffee or small gift.
3rd+ Referral - Take them to lunch.

The 2nd Referral and 3rd+ Referral checkboxes fill in on their own from that count. They are ordinary checkboxes, so you can change them if the count does not match what you know.

Read the list

The list shows the year selected in the sidebar, and the heading tells you how many referrals it holds. Use the Agent filter to narrow it to one person or set it back to All Agents. Agents open the page on their own referrals; team leaders and admins open it on everyone's.

On a wide screen the table shows Client Name, Agent, Referring Client, Date, and Thank You. A referring client who has sent more than one referral carries a total count next to their name. On a narrower screen the same referrals show as cards.

When anyone in the current filter has referred a client, a Top Referrers card above the list ranks up to six people who have sent you the most, with a View all clients link to the Clients page.

Open, edit, and thank

Select a client name in the list to open the referral beside it. The panel shows the client referred, the agent, the referring client with their total, and the date received, plus any notes.

Select Thank You Pending to mark the thank-you as sent; it changes to Thank You Sent. Select it again to set it back.
Select Edit to change any field, then Update Referral to save, or Cancel to leave it as it was.
To remove a referral, open the More actions for this referral menu and choose Delete referral, then confirm with Delete. This permanently removes the referral record.

A few notes