In this article: Referrals tab
Referrals tab
The Referrals tab allows partners to see all referrals in one location. Partners can also see a list of tenants that have been assigned to their partner organization; the following information is visible: Tenant Name, Referral Source, Referral ID, Acceptance, Date of assignment, and Referral Status.
Important! Please watch the following video for a guided tour, Referrals and FastTrack Centered UX (FCU) - YouTube.
The tenant list can be filtered by entering the Tenant Name, Referral ID, or Referral ID in the Search box. The data can be sorted by any of the columns.
Selecting the Tenant Name will call up the Tenant’s details view with tiles for Referral and Tenant details and the option to view Active Usage (AU%), Contacts, or Notes History.
Partners can select the Edit button to save changes made to the following fields:
- Acceptance
- If declined, reason why
- Referral Status
- Value Added Services sold
- Services Estimated Value
- Notes
See the example image below:
Saved Notes will be added to the Notes History Tab of the Tenant’s Details view. A Referral can be edited as often as necessary.
Note: If Acceptance is set to Decline and the Edit is saved, the Tenant Name in the Referrals tab will no longer be linked and the partner will not be able to navigate back to the Tenant’s Details view. The Tenant Name will also be converted to plain text if a referral is not accepted within 7 days. The referral will be assigned to another partner.
If the AU% information at the time of the referral is not available, a link to the FRP Dashboard will be presented. Data in the FRP Dashboard will be available two to three days after assignment.
The existing Referral emails will continue to be sent. The referral will take about 15 minutes to appear in the FCU after being assigned. If you receive the email and immediately check the Referral tab, you may not see it; refresh the page after 15 minutes.