Upcoming live webinars:

  • Working with Website Leads Tuesday, August 16 9:00 AM-10:00 AM
  • Working with Seller Leads Tuesday, August 16 10:00 AM-11:00 AM
  • Getting Set Up for Success Wednesday, August 17 9:00 AM-10:00 AM
  • Customize Your Website Wednesday, August 17 10:00 AM-11:00 AM
  • Working with Website Leads Thursday, August 18 9:00 AM-10:00 AM
  • Working with Seller Leads Thursday, August 18 10:00 AM-11:00 AM

View full webinar calendar

 

 

 

 

 

 

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 three dots menu in the Action Center card.

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.

Additional Resources: