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 Associating a Contact with a Company.

3. On Referrals view tab, select the Contact from the Pick Contact dialog box associated with this field.