Referrals

Appropriate roles: Report viewer | Executive report viewer

The Referrals tab allows partners to get access to all FastTrack referrals in one location. Partners can also see a list of tenants that are assigned to their partner organization. The following information is visible: Tenant name, Referral source, Referral ID, Acceptance, Date of assignment, and Referral status.

The tenant list can be filtered by entering the Tenant Name, Referral ID, or Referral ID in the Search box. The data can be sorted by any of the columns.

Selecting the Tenant Name calls up the Tenant's details view with tiles for Referral and Tenant details and the option to view Active Usage (AU%), Contacts, or Notes history.

Partners can select the Edit button to save changes made to the following fields:

• Acceptance

• If declined, reason:

• Referral status

• Value added services sold

• Services estimated value

Saved notes are added to the Notes history tab of the Tenant details view. A Referral can be edited as often as necessary.

Note

If Acceptance is set to Decline and the Edit is saved, the Tenant Name in the Referrals tab is no longer linked, and the partner won't be able to navigate back to the Tenant's Details view. The Tenant Name is also be converted to plain text if a referral isn't accepted within seven days. The referral is assigned to another partner.

If the AU% information at the time of the referral isn't available, partners see a link to the FRP Dashboard. Data in the FRP Dashboard will be available two to three days after assignment.

The existing Referral emails continue to be sent. The referral takes about 15 minutes to appear in FPX after being assigned. If partners receive the email and immediately check the Referrals tab, they might not see it. Refresh the page after 15 minutes.