Siebel Customer Relationship Console User Guide > Understanding the Siebel CRC Layout > Siebel CRC Window Overview >

Referrals

With Siebel CRC, you can generate and review your referrals. A referral is a lead generation in which you have qualified a specific bank product as being of value to a customer.

To access your referrals click the Referrals menu item. This is a read-only view.