Director of solutions: surface referral links on contacts
Director of solutions: surface referral links on contacts
Director of solutions at family services sees client referral signups without links on contact records, causing sales reps to miss warm referrals. It updates CRM records so reps prioritize outreach.
Overview
Missed referral links keep warm client introductions from reaching sales reps at family services organizations. This workflow ensures every referral link lands on the contact record and notifies reps, so outreach happens promptly and referral opportunities aren't overlooked.
Notable Features
- Populate CRM referral field
- Find contacts by email or phone
- Alert sales reps to new referrals