What’s New
Utility Connect referrals now work from the contact list, not just one contact
at a time. Filter your list, select the contacts you want, and choose Refer
to Utility Connect from the bulk actions menu.
Features
- Batch referrals from any list — select contacts and refer them all in
one confirmed action. - Upfront eligibility check — before you confirm, the modal shows exactly
how many contacts will be sent and which will be skipped (Utility Connect
requires a name, phone number and address), so there are no surprises
afterwards. - One confirmation, recorded per contact — a single enrollment
confirmation covers the batch, and every referral keeps its own record of
it. - Optional shared note — add an internal note once and it’s saved on
every referral in the batch (Utility Connect never sees it). - Per-batch results — a live progress bar while the batch runs, then a
summary of sent / already referred / incomplete / failed. Re-running a batch
never double-sends anyone: contacts referred in the last 30 days are
skipped as duplicates.
Notes
- Which address is sent — referring one contact asks you to type their
move-in address. A batch can’t, so each contact’s own address on their record
is sent as their move-in address. If a contact’s record still shows the home
they’re leaving, update it before referring them. - Referrals are delivered to Utility Connect one at a time in the background
at a deliberate pace, so large batches keep flowing without overwhelming
the partner. You can close the window — the batch keeps going. - Available to every agent on accounts that have opted in to Utility Connect.