Referral stages explained
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| Stage | Who updates it |
|---|---|
| Sent | Referring agent |
| Accepted (or declined) | Receiving agent |
| In contact | Receiving agent |
| Under contract (contract and expected closing dates) | Receiving agent |
| Closed, awaiting fee | Receiving agent |
| Fee paid | Referring agent |
If the client doesn't go ahead, the receiving agent marks it Didn't move forward with a reason. Nobody's at fault; it's part of the business.
Share My Circle records dates, not prices or dollar amounts. It's a tracking and reminder tool, not accounting software.