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Managing Contact Referral Information

The Referrals view tab allows end users to enter referral information associated with contacts. Referrals are potential opportunities.

In the Referrals tab view, end users can record both referrals they give to their contacts as well as referrals received from a contact.

To enter a referral received from a contact

1. Navigate to Contacts > Contacts List.
2. In the Contacts list, drill down on the desired contact.
3. Click the Referrals view tab.
4. From the drop-down list, select Referral From This Contact.

   NOTE:  To view all referrals from the contact, select Referrals From This Contact in the drop-down list.

5. In the form, add a record and complete the necessary fields, some of which are described in the following table.

   Field	Comments
   Company	Select an existing company or create a new one. The company selected represents the potential opportunity for your organization.
   Last Name	Select a contact to associate with the referral company as selected in the Company field; if you entered a Company, the list of Contacts is restricted to those associated with the selected company. To create a new contact for a referral: On the Contacts screen, create contacts for the company. For more information, see To add a contact. Associate those contacts with the new company. For more information, see To associate a contact with a company. On Referrals view tab, select the Contact from the Pick Contact dialog box associated with this field.
   Referred By	Select the employee who made the referral.

To create a referral to a contact

1. Navigate to Contacts > Contacts List.
2. In the Contacts list, drill down on the desired contact.
3. Click the Referrals view tab.
4. Scroll down to Referrals to This Contact list and from the drop-down list, select Referrals To This Contact.
5. In the list, add a record and complete the necessary fields, some fields are described in the following table.

   Field	Comments
   Disposition	The status of the referral.
   Company	Select an existing company or create a new one. The company selected represents the potential opportunity for your service provider.
   Last Name	Select a contact to associate with the referral company as selected in the Company field; if you entered a Company, the list of Contacts is restricted to those associated with the selected company. To create a new contact for a referral: On the Contacts screen, create contacts for the company. For more information, see To add a contact. Associate those contacts with the new company. For more information, see To associate a contact with a company. On Referrals view tab, select the Contact from the Pick Contact dialog box associated with this field.
   Referred By	Select the employee from your organization who made the referral.