If a team member referred business to you, we typically consider this a team-to-team transaction and not a referral. Instead of adding them as a referral, you can just add them to the transaction as a team member (or team lead) and adjust the split accordingly.
Step-by-Step Instructions:
To do this, go to the transaction, click Details tab, then scroll down to Payment Participants. Click + Adjust Commission (%) / splits.
Then, select Real Agent as the Participant type. Under Role, select Team Leader or Team Member. Then search for the Real Agent and click Save.
Once your team member is added, don't forget to adjust the commission splits according to your team agreement. Then click Update.
You're done! Your team member will appear as a payment participant on the transaction. You will both be able to review the transaction information & details.
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