Immobel

Everything you need to know about referrals.

Referrals

NEW REFERRAL FORM: How do I create a referral?

How to reopen a closed referral?

What the difference between setting the target area of the referral and drawing an area on the map?

What happens if I don’t finish creating my referral?

Your go-to guide for learning the what and the how.

What & How to's

How does the Lifecycle bar look for the Receiving side?

What is a Referral Lifecycle?

How does Lifecycle Bar looks on the Sending Side?

Your guide to the complete journey of a referral.

Referral Lifecycle

How do I reassign a receiving agent?

How can a sending office reassign the referral?

I cannot reassign the agent

I do not wish to assign an agent

There is no reassign button.

Learn how referrals can be reassigned and managed.

Referral Reassignment

What are Intra-Office Referrals?

How to create an Intra-Office Referral?

How to close an Intra-Office Referral?

How to update status in Intra-Office Referral?

Who signs the contract?

Learn how referrals work within your own organization.

Intra-Office Referrals

Whats the difference between "Reassign" and "Reopen"?

What are drafts?

What is an inbound referral?

What are Market Referrals?

What are referral status updates?

When does a referral get deactivated?

What is an outbound referral?

What is a referral fee?

What is an Invite Referral?

How do alerts and notifications work once a referral has been awarded?

What is a Direct Referral?

Learn how referral features help you track, manage, and grow.

Referrals Features

How to create an External Referral?

What are External Referrals?

How to find External Referrals?

Learn how to send and manage referrals outside your organization.

External Referrals

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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