Assign Related or Referral Contact

⚠️ A Related Contact must exist in your database before linking them to a Contact.

We will explore two methods for linking:

After opening the lead/borrower Contact you want to link to an existing Referral Contact, click on, “Related Contacts”
A ‘Link A Contact’ drawer will slide-out on the right side of the screen. In the ‘Link with a contact’ field, start typing the name (first or last) to narrow your choices down. When you find the appropriate Contact to link, click on the name.
In the ‘Choose a relationship type’ field, choose, ‘Referred By’ to link the Referral Contact. You can also use this function to link other related contacts, in addition. This feature is not limited to a single relationship or relationship type.
When complete, click ‘Save’ (in yellow) at bottom.
You should now see the new 'Related Contact'
To remove a 'Related Contact', click the 'un-link' button next to the contact relationship.

👍 This concludes linking and un-linking an existing Contact

While adding a new contact, scroll to bottom of the ‘Create a Contact’ drawer. In the ‘Referred by’ field, start typing the name (first or last) to narrow your choices down. When you find the appropriate Referral, click it.
When complete, click ‘Save’ (in yellow) at the bottom

⚠️ When linking a 'Related Contact', it must exist already. You cannot create a contact while linking.

👍 This concludes linking a Referral Contact while creating a new Contact.

Linking a Related Contact to your leads or borrowers is a key part of building long-term referral relationships. You can also use this feature to track other relationship types, like family members or business partners.