How do I choose which advisers receive referrals and how they are shared out?
Assign one or more advisers to a page, then pick single adviser or round robin allocation.
How do I choose which advisers receive referrals and how they are shared out?
Category: Referral Pages
Each referral page is assigned to one or more advisers. These are the people who can receive referrals from that page. You then choose how referrals are shared between them. Single adviser sends every referral from the page to one person. Use this where there is a named relationship owner, a specialist handles that service, or the introducer expects a specific person. Round robin shares referrals across the selected advisers. Use this where several advisers can handle the enquiry, you want to spread volume fairly, or speed of response matters. Different pages can route differently. A pensions page can go to pension specialists, while a general website page is shared across the whole team. Where a page offers both booking and a form, calendar bookings and form requests can use different allocation methods. The assigned advisers and allocation method are shown in the referral pages table, so you can check the setup at a glance.