Managing Referral Requests
This topic describes how an organization can manage referral requests for related products or services not offered by the organization that may arise while working on a particular opportunity. Using Topic Code functionality, Aptify can automatically identify a set of qualifying vendors to whom a referral could be forwarded.
The following is an overview of the processes described in this topic:
- An organization that generates referral request to partners while working on opportunities configures its Referral Requests form to include additional tabs.
- See Configuring Referral Requests. for details.
- See Configuring Referral Requests. for details.
- When a prospect requires a referral to a partner, an account executive creates a referral request. Aptify automatically identifies the set of qualifying vendors who can provide the desired product or service.
- See Creating Referral Requests for details.
- See Creating Referral Requests for details.
- The account executive selects a partner from the list of qualifying vendors and creates a Referrals record to track communications with the partner.
- See Creating Referrals for details.
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