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Adding Referrals

You can add referrals to your contact record. When you create a new referral, the record is saved as a new lead record.

NOTE: The referrals feature is not part of the standard edition of Oracle CRM On Demand, so it might not be available to your company.

To add a referral

  1. Select the contact.

    For instructions on selecting contacts, see Finding Records.

  2. On the Contact Detail page, scroll down to the Referral section and click New.
  3. On the Referral Edit page, enter the required information.
  4. Save the record.

    The new referral shows a status of Qualifying by default.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.