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Assigning and Re-Assigning Referral Partners

Having solid relationships with referral partners is what separates the good agencies from the great ones. Referral partners are a great way to get new, high quality leads to your agency with little to no cost to the agency itself. It's also a great way for Producers to stand out in an agency form a production stand point. When a lead comes through a Referral Partner link, we want to make sure that prospect is assigned to the correct producer in the agency so it can be worked appropriately. I'll show you how to assign a new referral partner to a specific user or to change who a referral partner is assigned to (if a producer leaves, for example). 

 

1. When creating a new referral partner in the Referral Partner Center, click on the yellow Add Referral Partner button in the top right

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2. On the screen that opens up, you will see a dropdown selector to assign the referral partner to the correct user

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3. This will assign the referral partner to that user. Now, any lead that comes through using the referral partner link will be assigned to that user automatically!

 

Re-Assigning an existing Referral Partner

 

1. You can also change who a referral partner is assigned to after they have been created. This can be done by first clicking on the referral partner name. This will open up the Referral Partner Card. Expand the Contact Details by clicking on it

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2. Users that have permission to change the Assigned Owner will be able to click on the dropdown and re-assign to any active user. By default, only Admins and Managers have the permission to re-assign a referral partner but this can be given to any user type

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3. Change the user to whomever the referral partner should be assigned to, click save, and you're done!

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