> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/outbound-referrals.md).

# Outbound Referrals

Use **Outbound Referrals** to track who you send work or clients to.

This gives you a clean list of referral partners and a consistent place to log activity.

### Where you’ll use it

Outbound Referrals live under the **Team & Referrals** area on a Household / Group.

Use it when you:

* Introduce a client to a third party professional.
* Refer business to an external provider.
* Want a reliable list of “who we refer to” for future follow-ups.

{% hint style="info" %}

#### Reporting and inbound referrals

Outbound referral reporting is coming shortly.

Inbound referral tracking (who referred the client to you) will be added with Leads.
{% endhint %}

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FOsMPvz5LzyRt7DMMWyr3%2FReferrals.gif?alt=media&amp;token=e7f2e40f-7e5c-4c54-b2b7-1bc6241a24c2" alt=""><figcaption></figcaption></figure>

### Related

If you need to track a third party professional attached to the client (e.g. accountant, broker, lawyer), use [External Relationships](/households/external-relationships.md).
