How to find External Referrals?

In the Dashboard > My Referrals tab, a new filter for “Placement Method” will be available, which can be used to search specifically for External Referrals: 

  • Draft = Referrals submitted by Agents for Approval (Office setting = Managerial Approval only)
  • External = Referrals with partners outside of the GRN
  • Direct / Invite / Market = Referrals with partners within the GRN

Referral thumbnails will also be tagged “EXTERNAL”:

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