Track referrals your way with custom statuses
Referral statuses in RQ can now be tailored to match your firm's language, processes, and client journeys, while keeping reporting consistent across...
Track referrals your way with custom statuses
Referral statuses in RQ can now be tailored to match your firm's language, processes, and client journeys, while keeping reporting consistent across the business.
What's new
Referrals now follow clear, consistent stages - Referred, Engaging, Stalled, Converting, Closed Won, and so on - so reporting stays accurate across the firm.
Within those stages, you can create your own statuses to reflect how your teams actually work. Add, rename, delete, or reorder statuses in seconds with drag and drop.
When mapped to your CRM, referral data flows naturally between systems.
Your teams keep the detail they care about, while referrers and leaders get clean, consistent reporting.
Faster adoption
Mapping referrals to the same stages your team already uses for leads makes adoption quicker. People work with familiar language from day one.
Fewer missed opportunities
No more referrals stalling because next steps are unclear. Your statuses reflect your processes, and progress is visible to everyone.
More accurate reporting
Leaders get clear, consistent data across the firm. Confidence in your referral numbers goes up.
Still compliant
Use your own status names without breaking the rules. RQ maintains consent records, disclosures, and audit trails automatically.
How to use it
Manage your referral statuses at refer.rq.app/manage-referral-statuses
- Add, edit, or remove statuses to match your internal process
- Save to see your updated statuses appear instantly
Pro tip: Keep things simple. Start with the 6-8 statuses your team actually uses day to day, then refine as you go.