Automatic email referrals

M. Frédérick Tremblay

October 05, 2017 12:20

When i send a referral to another member and take the time ti write my prospect's email, it would be great to automatically send them an email with my contact's info.
I would also like to add the option of referring multiple members for one referral. Example, client buying a house has notary, real estate rep, insurance advisor, mortgage specialist. That way not four entries.

2

• Official comment

  

  Jeremy Walsh

  October 05, 2017 17:44

  @frederick - thank you for this suggestion - actually TWO suggestions  :- )

  We have added them to our list for consideration in a future release and we will see what can be done to incorporate something like this going forward.  Thanks a bunch!

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