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To provide stellar service to your contacts and clients, you can refer out contacts in your system. You can refer contacts to other agents (e.g. for dual representation or specific listing types or areas), or you can refer them to other professionals in your network such as lenders, plumbers, electricians, or photographers.

To refer a contact, click on the contact and select Refer Contact from the More Actions menu.

From here, simply enter the email address of the recipient in the TO line, check the Consent box, and click Send. You can also make any desired changes to the email body, however this is not required.

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