Referring a contact to another professional

When a client needs someone you trust, such as a conveyancer, a buyers agent or an accountant, you can pass them on straight from Network.

Sending a referral

1. Open Network and find the professional on your Connections tab.
2. Tap Refer to and their first name.
3. Choose the contact. Only contacts with an email or a mobile can be referred.
4. Write a note: what they need and anything the professional should know.
5. Tick the box to confirm your contact has agreed to you passing on their details.
6. Tap Send referral.

The button shows for professionals you are connected with who have a Marketli account, once your business's contacts are set up in Marketli.

What the professional receives

They get an email with your contact's name, mobile and email (whichever you have on file) and your note. When they reply, the reply comes to you.

Introducing your contact too

Tick Also email your contact an introduction to let them know. They get a short email saying who you have introduced them to and how to reach you. It never includes your note: that was written for the professional.

If your contact has unsubscribed from your business's emails, the introduction is not sent and you are told.

What Marketli keeps

Marketli records who referred which contact to whom, when, and that you confirmed their agreement. It does not keep your note. The emails themselves are delivered by our email provider, which keeps a copy for a limited time.

Limits

You can refer the same contact to the same professional once a day, and send up to 20 referrals a day.