About the References Form

A References record tracks information about any account references provided to the prospect in conjunction with this opportunity. These records appear on an Opportunities record's References tab. See References Tab.

Company (Required)

The name of the company acting as a reference.

Contact (Required)

The contact person at the reference company.

Reference Type (Required)

The type of reference. This field links to the Reference Types service (see About the Reference Types Form).

Reference Level

This field describes how the reference check is conducted. Standard options include Site Visit, Phone Call, and Other.

Date Approached

The date the existing customer was asked to act as a reference for the opportunity.

Date Contacted

The date the reference was contacted by the prospect.

Employee Contact

The employee who contacted the existing customer to ask permission to use the customer as a reference. This field links to the Employees service.

Status

The status of the reference. Available options include Planned, In Progress, Completed, and Cancelled.

Expected Reference Grade

This field tracks the tone of the reference the sales person or employee contact expected the prospect to receive from the customer. This can be compared against the actual results of the reference check when available. Standard options include Very Positive, Positive, Neutral, Negative, and Very Negative.

Reference Grade

An evaluation of the overall response given to the prospect by the customer reference. Standard options include Very Positive, Positive, Neutral, Negative, and Very Negative.

Time Spent by Reference

The number of hours spent by the customer's contact person handling the reference inquiry.

Description

A description of the reference.