Business owners in supplies: keep referral records accurate and tracked

Business owners and executive producers miss contacts from form submissions, causing follow-ups to slip and gaps in reporting. It logs participants and referral actions so operations follow up.

Overview

Missed referrals create blind spots that cost reorder and partnership opportunities. This workflow turns every recommendation form into a linked participant and referral action, giving operations a single source of truth and preventing follow-ups from slipping.

Notable Features

Create or update participant records
Log referral actions for reporting
Notify operations of new referrals