All referrals are created through the CompleteEmpire Opportunities system.
- The “Notify” option replaces the need to send emails, so introduction emails should only be done through the Notify option in Opportunities, where you have the choice to copy in (cc) the client when sending.
- Make sure you use proper and appropriate language in your communications.
- This will allow you to properly track, view progress and manage any of your referral opportunities created.
- Referred By - is the person creating the opportunity.
- Referred To - is the person assigned to attend to and action the opportunity.
Referrals are created using the [Create New] > {Opportunity} button in the breadcrumb bar or from the Opportunities view work area.
Create a New Opportunity from Work Area Header Quick Button
- Click [Create New] button in the Work Area Header.
- Click Opportunity in the drop down menu to open a New Opportunity window.
Note the available choices in the drop down menu will depend on your system administrators setting for your work activity area.
Or
Create a New Opportunity from the Opportunity Work Area Quick Buttons
- Click [Create New] + icon, to open a New Opportunity window.
New Opportunity window
- Select Referred By - the referrers account. The person creating the opportunity.
- Select Referred To - the referred's account. The person assigned to attend to and action the opportunity.
- Source/Origin - click and select from the choices presented in the drop down lists for the leads source and source origin. See Tip ** Source/Origin below
- Tick if you are catalyst and creator of the opportunity, i.e. only tick if your name appears in the Referred By field. Note this field defaults to you as the referrer. See Tip ** Catalyst and creator below
- Click OK to save - opens the Opportunities Edit view.
** Source/Origin:
- Source What was the source that made this New Opportunity possible. I.e.: Website, Event, Email, Concierge etc.
If this New Opportunity came from an Opportunity sent to you by the Concierge or Another Staff Member, the source remains the same as the opportunity you received.
- Origin What was the specific activity that created this New Opportunity you are now creating: Consultation with Client, Email from Client etc.
** Catalyst and creator:
Indicates you were the catalyst & creator of the New Opportunity and are expecting to be paid for this New Opportunity if the business transaction is Successful and the business received revenue as a result of this New Opportunity.
Opportunities Edit view
Add more details if necessary.
- Select Referral Fee currency.
- Enter the Referral Fee
- Click [Save ]
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