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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 create a new contact for a referral

1. On the Contacts screen, create contacts. For more information, see Adding Contacts.
2. Associate those contacts with the new company. For more information, see To associate a contact with a company.
3. On Referrals view tab, select the Contact from the Pick Contact dialog box associated with this field.

Entering a Referral Received from a Contact

Use the following procedure to enter a referral received from a contact.

To enter a referral received from a contact

1. Navigate to the Contacts screen, then the Contacts List view.
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:  View all referrals from the contact by selecting Referrals From This Contact in the drop-down list.

5. In the form, add a record, and complete the necessary fields.

   Some fields 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.
   Referred By	Select the employee who made the referral.

Creating a Referral to a Contact

Use the following procedure to create a referral to a contact.

To create a referral to a contact

1. Navigate to the Contacts screen, then the Contacts List view.
2. In the Contacts list, drill down on the desired contact.
3. Click the Referrals view tab.
4. Scroll down to the 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.
   Referred By	Select the employee from your organization who made the referral.