Key Relationships - Referrers
Managing Referrals in XPLAN - Referrers Overview |
The purpose of this guide is to provide instructions on managing Referrers in XPLAN.
How to access the Referrer list
Referrers are external contacts that provide a referral source for a client. Referrer information can be stored in XPLAN and linked to a client's file. To access a list of referrers in XPLAN from the home page:
1. Click ADMIN > RELATIONSHIPS > REFERRERS.
2. Clicking Referrers will generate a result of all Referrers in XPLAN.
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3. Clicking on the name of referrer will take you to their details.
How to Add a Referrer
From the Referrer list:
1. Click ADD
2, Then ADD COMMON REFERRER page displays.
3. Select whether the referrer is an INDIVIDUAL or COMPANY and then enter the referrer's KEY DETAILS, CONTACT, ADDRESS and any NOTES and then hit SAVE.
4. If you are providing your referrer XPLAN access, ensure you complete the REFERRER ACCESS section. For more information regarding this, please contact Wealth Axis on support@wealthaxis.com.au
How to View Clients under a Referrer
From the Referrer list:
1. Click on the name of the Referrer.
2. From the left hand menu, select ADMIN > CLIENTS and all clients under that referrer will be listed.
4. A PDF report of all listed clients can be downloaded at the top left via the PDF button.
How to Add a Referrer to a Client
From the client's record in XPLAN:
1. Navigate to MARKETING > REFERRAL SOURCE
2. Click ADD
3. You can add a new Referrer by selecting CREATE NEW (see above How to add a Referrer). Entering a new referral under client will give you the option to select the REFERRAL SOURCE. You can choose the source of the referral from the options listed below. If you select existing client, you will be able to search for the client entity in XPLAN and add directly without having to enter new details.
Alternatively, you can search for an existing Referrer by clicking on the Referrer <NOT SELECTED> drop down at the top:
You can then search for the Referrer you wish to add and click OK:
The Referrers details will now populate.
4. Click SAVE
Referral Agreements and Consent Forms
Referral Agreements or consent forms can be attached to XPLAN via a FILE NOTE TEMPLATE: "Referral Agreement/Consent" <Referrer Name>" To add the file note:
1. Under the client's record in XPLAN, select FILE NOTES > ALL FILE NOTES and click ADD:
2. Select from the TEMPLATE button (top right) and select category FILE NOTE (depending on your site configuration, you may have a different category or no categories and the file note templates will appear straight away):
3. Then select the template "Client Referral Consent Form/Agreement - <Referrer Name>" (TYPE = STRATEGIC PARTNERS) from the options:
4. Update file note subject with Referrer's Name and attach any agreements/forms applicable (and any notes applicable).
5. Click SAVE and CLOSE.
Additional Information
There is a Referral Thread available under Workflows to assist with managing the Referral Process. For more information regarding this, please contact support@wealthaxis.com.au
If you require any further information or assistance with Managing Referrals in XPLAN, please contact support@wealthaxis.com.au
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