Receiving a Referral


Step 1: Login to Radius and click on Referral Concierge.


Step 2: Click on “Referrals Received” to view “History”, just like we discussed earlier. Changing the status of the received referral, adding a note, setting a reminder, will show here.


Step 3: Clicking on “Search” will show you all of your Search Criteria, also allowing you to add new Search Criteria, and clicking on “Properties” will show all of your properties you can recommend.


Step 4: Changing the status of your received referral to “Deals” helps you add the details of your deal, which you can view right next to your “Reminders”, under a tab called “Deals”.


And, you’re done! 

 


What you should know


  1. You can view the referral you received by clicking on “Referrals Received”.
  2. Selecting the sent referral will take you to another page where you can see all of your activities in ”History”. Everything you do from now, like Changing the Status of your referral, setting a reminder or adding a note, will be recorded in “History”.