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Create referral tracker item from partner referral entries

Create referral tracker item from partner referral entries

Your partner referrals arrive only as contact records, leaving them untracked and qualification delayed. Create structured tracker items so coordinators can qualify and route referrals the same day.

Create referral tracker item from partner referral entries

Overview

When partner referrals land only as raw contacts, coordinators can't triage them and follow-ups stall. This creates clear, actionable referral records on your tracker so coordinators and reps can qualify and route referrals the same day.

Create referral tracker item from partner referral entries