What’s New
You can now refer leads to other Sure Send teams directly from the CRM — the first cross-team collaboration feature in the platform.
Key Features
- Multi-step referral flow — Search for a team, select which contact data to share, set referral terms, and review before sending
- Status tracking — Follow each referral through its lifecycle: pending, accepted, active, closed, or declined
- Bidirectional updates — Both sending and receiving teams can post status updates visible to the other side
- Person sidebar integration — See all referrals for a contact at a glance with active-first sorting and status badges
- Referral settings — Configure team categories, service areas, and referral fee defaults
- Notifications — Get notified when referrals are accepted, declined, or updated
How It Works
- Click the Refer button from any contact’s page
- Search for and select a receiving team
- Choose which contact data to include in the referral
- Set terms (referral fee, notes) and send
- The receiving team can accept and import the contact into their CRM