About the Referrals Form
This service tracks the referrals to partners based on a Referral Request, Opportunity, and/or Campaign.
Attachments Tab
The Attachments tab lists any files relevant to the Referrals record.
Comments Tab
The Comments tab lists any additional comments relevant to referral.
General Tab
Partner (Required)
The partner to whom the organization refers a customer or prospect. This field links to the Companies service.
Contact (Required)
The contact person at the partner company.
Status
The status of the referral. Available options include Pending, Sent, Accepted, Rejected, Responded, Selected and Cancelled.
Date Sent
The date the referral was originally sent to the partner.
Date Forwarded
The date the partner's response was forwarded to the prospect. This information is used with referral requests that have indirect or anonymous communication mode.
Partner Response Tab
Date Partner Responded
The initial date the partner responded.
Total Price
The Total Price quoted by the partner to address the requirements described in the referral request.
Currency Type
This field specifies the currency in which the Total Price amount is expressed. This field links to the Currency Types service.
Response Summary
This field contains a summary of the information received from the partner in response to this request.
Source Tab
Referral Request
If this referral was generated by a referral request, this field can identify that request. It links to the Referral Requests service.
Opportunity
If this referral was generated due to an active opportunity, this field can identify that opportunity. It links to the Opportunities service.
Campaign
If this referral was generated as the result of a marketing campaign, this field can identify that campaign. It links to the Campaigns service.
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