Claimed Referrals - Manage received referrals from start to finish.
All the referrals sent to you by the Radius Referral Concierge will appear here based on their sales stage.
Use the “Search Bar” to quickly find a referral received.
“Filter” the referrals by Referral Status, Client type.
"Sort" the referrals by alphabetical order, upcoming appointments, etc.
Star your clients for quick access and find them easily under “Starred”
- View an estimate of your potential earnings when the deal closes, beside the sales stage, according to the payment terms.
With your claimed referrals dashboard you'll now be able to update your referrals easily, which keeps everyone informed throughout the sales process!