Team leaders can add team members as Referral Agents. This option is used to facilitate lead routing when team leaders want to send leads to agents who are not part of their public team. Referral Agents do not show up in the team’s public profile. Additionally, reviews and transactions are not rolled up to the team leader. Referral Agents can be used if a leader wants to refer certain leads to an agent who is not officially part of his team.
To add a Referral Agent, go to the team management page and click on the Add Team Members button. Search for the agent you would like to add and click on the Invite button. You will be given the option to select whether you want to add the agent as a Member Agent or Referral Agent. Once the team member has accepted, you can add them as an agent to receive leads from the routing rules page accessible from the Teams dropdown on desktop. Need more info on setting up routing rules? Click here.