Knowledge Hub / Leads
Refer a lead to another firm
How referrals work
On a Pro plan or above, open Referrals and send a lead to another firm using their public Landeo slug, with the commission share percentage you both agreed. The receiving firm sees the referral, accepts it, and works the lead in their own workspace.
Both sides keep a record of the referral and the agreed share, which keeps the settlement conversation clean when the deal closes.