As on 16th February 2022

16th February 2022

• Email Content Update: We have included more information inside every referral-related email notification.
• Referral Contact names are searchable in the Professional Directory, and in the last step of referral creation. The search filter “Individual Name” can be used to search for both Agent and RC Names.
• Adding Referral Contact’s phone number to office profiles pages. This is managed and changes in DASH.
• Show client information (Title and Name) on the referral tile on the Dashboard. This information is always available, except in cross-brand referral cases where Sotheby’s is on the receiving side and the referral is not yet active.
• Agent email addresses are now available on Agent profile pages. We used the Primary email address (not the vanity email address) to display the information.
• Analytics Update: We have added/updated the following columns in the downloadable Excel report:

(1) Scheduled Transaction Date = Date when the transaction is scheduled/planned,

(2) Scheduled Transaction Reported Date = System date capture when the status of the referral was changed to “Scheduled Transaction”,

(3) Successful Transaction Date = Date when the transaction happened/closed,

(4) Successful Transaction Reported Date = System date capture when the status of the referral was changed to “Successful Transaction”