OMS - Referral contacts now linked to contacts module

[note: this feature is only available to enterprise clients]

This new feature gives you quick access to your referral contacts captured or received (where you have accepted).

When you capture a new buyer or seller referral in the Referrals Module, the contact details

will be linked to a new ‘referrals’ auto-generated category in the contacts module. The referral contact is automatically linked to the sending user’s referral contacts.

Once you accept a referral, the referral contact will also show in the accepting user’s referral contact list in the contacts module.


Office Administrators/Managers have access to all referral contacts through the ‘office’ category. Referral contacts cannot be deleted from here, since they are linked to referrals.

Popular posts from this blog

Easily link Base with external CRM systems

Property24 acquires Private Property, what do estate agents think?

US trends show more buyers come from internet, less from print