Resources – Global Referral Connect

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How to Videos

Your Profile: Your Digital Business Card in Connect

Your Profile: Your Digital Business Card in Connect

Shows how to open and complete your profile, add a headline, photo, story, certifications and specialties so other agents can quickly understand who you are and why they should work with you.

Making & Receiving Connections in Global Referral Connect

Making & Receiving Connections in Global Referral Connect

Walks through how to view existing connections, send new connection requests, accept invitations, and start direct messages – turning simple invites into real business relationships.

Smart Connection Suggestions Powered by AI

Smart Connection Suggestions Powered by AI

Explains where to find Recommended Connections, how Connect’s AI chooses them, and how “Why this is a great connection!” helps you understand the match and grow a high-value network.

Secure Global Referral Network

Secure Global Referral Network

Shows where to find the “Go to the Secure Global Referral Network” button and how it takes you straight into your referral dashboard to send, track, and manage referrals securely.

Channels: Curated Articles for Your Business Growth

Channels: Curated Articles for Your Business Growth

Demonstrates how to open Channels, browse topic-based article collections, and use them as an ongoing source of ideas, insights, and best practices to move your business forward.

Groups: Find Your Community Inside Connect

Groups: Find Your Community Inside Connect

Guides users through the Groups tab: discovering groups, checking activity, joining relevant communities, and using them to share ideas, referrals, and opportunities with like-minded professionals.

Activity Feed: The Heartbeat of Your Network

Activity Feed: The Heartbeat of Your Network

Shows where to find the Activity Feed, what appears there (posts, referrals, events, recommendations), and how to like, comment, and repost to stay visible and engaged.

Courses: Learn and Grow Without Leaving Connect

Courses: Learn and Grow Without Leaving Connect

Walks through the Courses tab, how to browse available lessons, preview content, and start learning practical skills — from lead generation to negotiation — directly on the platform.

Events: Meet, Network, and Grow Together

Events: Meet, Network, and Grow Together

Learn how to explore upcoming live and virtual events, view key details, and add them to your calendar. Events help you expand your network, join real-time discussions, and stay engaged with the Connect community.

Discussions: Share Ideas and Stay Involved

Discussions: Share Ideas and Stay Involved

See how to access Discussions, read active threads, react to posts, and start new conversations. It’s the place to ask questions, exchange insights, and build visibility within the professional network.

Alerts & Messages: Stay Updated and Connected

Alerts & Messages: Stay Updated and Connected

Understand how Alerts keep you informed about important activity — and how Direct Messages let you communicate privately with other members. Everything is designed to keep your daily workflow organized and responsive.