Your Referrals list and board

The Referrals page shows every referral you've sent and every one shared with you. The number at the top is how many are in the tab you're on.

Tabs

• All: every referral.
• Open: everything still in progress, including closings waiting on paperwork.
• Closing: referrals Under Contract.
• Closed: referrals that are Complete.
• Inactive: referrals that went quiet.
• Archived: referrals you've put away. Restore one to bring it back.

The number on each tab is how many it holds. A referral Under Contract is in both Open and Closing.

Once another agent has shared a referral with you, a second set of tabs appears: All, Sent and Received.

Search, sort and filter

Type in Search Referrals to find one by client, agent or address. The sort menu changes the order. Filters narrows by stage, agent, client, price or closing date, and shows how many are on.

List or Board

Choose the list or board icon beside the toolbar. The list is a table; the board has a column per stage, and you drag a card to change its stage. Show Completed Stages adds the finished columns. Your choice is remembered on this computer.

Columns and export

The list shows Commission, Referral Fee Due and Stage. Open the ··· menu, then Show Columns, to add Sale Price, Referral Fee %, Side, Agent, Closing Date, Created or Last Updated. Export CSV is in the same menu; tick rows first to export only those.