← Welcome to the Keller Cloud ideas portal Settings and activity 1 result found Track Referrals in Opportunities 207 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea in the backlog · 35 comments · Command » Referrals · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating An error occurred while saving the comment Alyssa French commented · Jun 14, 2024 · Edit… · Delete… Right now our MCA team is having to recreate all referral offers/transactions to get incoming referral checks paid out to agents. It would be amazing and extremely helpful if the agent could select the sale type as a referral themselves. Save Submitting... Alyssa French supported this idea · Jun 14, 2024
Alyssa French
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Right now our MCA team is having to recreate all referral offers/transactions to get incoming referral checks paid out to agents. It would be amazing and extremely helpful if the agent could select the sale type as a referral themselves.