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:
Being assigned to the same office as the Receiving Agent
The Agent is not the same as the Receiving Agent.
NOTE: The option to “Do not assign an Agent” is available in Intra-Office Referral.