What are referral pages?
Public pages, links and forms that let introducers, clients and website visitors create referrals in RQ.
What are referral pages?
Category: Referral Pages
Referral pages are the pages, links and forms that firms use to capture referrals in RQ. Each one is a public page that someone can use to start a referral. They bring every referral capture route into one place, so you can manage how referrals come in, who receives them and what journey people follow. A referral page can be used by: • an introducer • a client • a prospect • someone submitting on behalf of a client • a visitor on your website or a landing page Each page holds its own rules. It sets out who the referral is for, whether visitors can book a meeting or submit a form, which advisers receive it, how it is shared out, and whether Compass and consent steps apply. You manage referral pages in Settings, under the referral methods area.