How to create an Intra-Office Referral?

The same referral form can be used to generate intra-office referrals. When creating an intra-office referral, there are three rules to follow:

• Placement Method = "Direct," and check the box next to "This is an Intra-Office Referral.
  
• For the Receiving Partner, choose an Agent rather than an Office. If Step 1 is completed, the list of Receiving Partners is automatically filtered to show only Agent profiles from Offices managed by the user. 
  
  
  
•  Designate a Sending Agent, who must be one of the following:

1. Being assigned to the same office as the Receiving Agent
2. The Agent is not the same as the Receiving Agent.