Cancel, Deactivate, or Reactivate a Referral
Cancel: Before accepted. Deactivate: After agreement if deal falls through. Reactivate: Restore deactivated. Permissions depend on your office configuration and Referral Contact role.
Cancel, deactivate, reactivate for SIR.
Cancel: Before accepted. Deactivate: After agreement if deal falls through. Reactivate: Restore deactivated. Permissions depend on your office configuration and Referral Contact role.