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 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.