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TEST AGENT Referral Agreement Sent Agent
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Current Stage Objective
Referral Partner Pipeline · Referral Agreement Sent
Referral Agreement Sent
Send the referral program invitation and monitor the partner's portal enrollment.
Referral Invitation
Status: Sent · Sent 2026-05-28T15:14:40
Guided Stage Actions
Choose the outcome for this stage.
Summary
Company
—
Main Contact
TEST AGENT
Assigned To
Allison
Phone
Email
[email protected]
Properties
Mailing
—
Additional Owners
—
Source
—
Notes
Appointments
Meeting Room Meeting Command Center Live View
Latest Meeting
2026-05-25T15:00 Past / outcome needed
Location
Blue Atlas video meeting
Status
Scheduled
BA Meeting Room
Join as Blue Atlas host · Partner link · Command center · Live view
Canonical owner identity is linked. Conversion will use the selected person/company records.
Current Linked Identity
Primary Person
TEST AGENT
Person ID #1683693
[email protected] · (281)-636-7536
Primary Company
No primary company linked.
Find Existing Owner / Contact / Company
Search for an existing person record to link as primary.
Search for an existing company record to link as primary.
Companies — TEST AGENT
No linked companies yet.
Properties — TEST AGENT
No linked properties yet.
Storage
No documents yet.
Messages & Calls
No texts yet.
Outbound · Dialing
(281)-636-7536
2026-05-25 19:29
Notes
Browser softphone call started from prospect detail.
Outbound · Completed
(281)-636-7536
8s
2026-05-25 18:41
Notes
Call result: Answered Call result: Answered