How to Use “Assigned To” Dropdown for Referring Partners

To make it easier to track responsibility for referrals, we’ve added an optional “Assigned To” dropdown in the Referring Contacts section.

How It Works

• The dropdown is optional — you can leave it blank if no assignment is needed.
• The dropdown list includes active Broker and Non-Broker users only.
• Each option shows the user’s Full Name – Role Name format.

Example: Mandeep Sodhi – Mortgage Broker

Example: John Smith – Loan Administrator

Key Details

✅ The same person can be assigned to multiple Referring Person records.

✅ Multiple users can be assigned to the same Referring Person.

✅ Assignments are saved with the Referring Person record.

Why This Matters

This update gives teams more flexibility in managing referrals by clearly showing who is responsible for each referring contact. It also supports collaboration by allowing multiple assignments if needed.