RQ is the best place to make your referrals.

But not every referral starts in RQ. Sometimes a colleague refers a client over email, mentions something in passing, or you get a referral from an adviser not yet using RQ.

And, whilst ideally all referrals would go through RQ – and we work hard to make that as simple as possible – we know that sometimes, you just need to log it.

That’s why we’ve added dedicated functionality to log internal and external referrals – available now in RQ, and coming soon to the Outlook App.

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What's new

Team can now:

• Capture one-off or past referrals in a simple modal
• Quickly enter the client’s name, choose the adviser, set the direction

It's faster than the historical importer – and perfect for ad hoc cases.
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How to use it

Go to the Referrals section in RQ and click Log referral. 

Add the client name, select the direction (sent or received), choose the adviser or partner involved, and assign it to a team member if needed. 

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