We’ve redesigned how referral statuses are tracked in RQ to give every firm the freedom to work their own way.
Now, you can tailor RQ to match your team’s language, processes and client journeys, while keeping the shared structure that makes collaboration seamless.
.png)
What’s new
Referrals now follow clear, consistent stages - Referred, Engaging, Stalled, Converting, Closed Won, and so on - so reporting stays accurate across the firm.
Within those stages, you can create your own statuses to reflect how your teams actually work. Add, rename, delete or reorder statuses in seconds with simple drag and drop.
When mapped to your CRM, referral data flows naturally between systems.
Your teams keep the detail they care about, while referrers and leaders get clean, consistent reporting - just a shared view that works for everyone.
Faster adoption
Getting RQ adopted internally is already quick, but mapping referrals to the same stages your team already uses for leads makes it even faster.
Fewer missed opportunities
No more referrals stalling because the next steps aren’t clear. Your statuses reflect your processes, progress is clear, and opportunities progress.
More accurate reporting
Leaders get clear, consistent data across the firm and have more confidence in your referral data.
Still compliant
Use your own status names without breaking the rules. RQ automatically maintains consent records, disclosures and audit trails.
How to use it
- Manage your referral statuses at refer.rq.app/manage-referral-statuses
- Add, edit or remove statuses to match your internal process
- Save to see your updated statuses appear instantly
Pro tip: keep things simple. Start with the 6–8 statuses your team actually uses day to day, then refine as you go.
.png)
.png)
.png)