The video above is a tutorial on how to use the Agent Sauce CRM Referral Engine. The real estate referral engine is a PLUS account feature that enables you to send an email to a contact requesting a referral. You can then track the referrals in the system so that you know who is referring and who they referred.
To get started click on the “Contacts” menu item in the left navigation bar.
Select a contact to request a referral from by clicking on the “Pencil” icon.
Click on the “Request Referral” button to request a referral from this contact.
This takes you to the “Referral Request” page. The contact’s name and email address are at the top of the page to show you who you are working with.
By default we provide a subject and email template to get you started. These are both editable and customizable. Once you are done making changes click on the “Next” button in the upper right corner.
This is a preview page. This shows you the email with your header profile and the “Refer Someone Now” button. If you are happy with the email click on the “Send Referral Request” button in the upper right corner. The referral request has now been sent to the contact.
Once the contact clicks on the “Refer Someone Now” button they are taken to a landing page where they can fill out a form to make the referral.
When a referral is made you will get an email with all of the information provided by the contact. You can also see your referrals by clicking on the “Referrals” menu item in the left navigation bar. This will show all of the referrals that you haven’t yet converted to a contact, lead or deleted.
Feel free to contact us if you need help with any thing!
