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Update referral records when a deal qualifies for reward

Update referral records when a deal qualifies for reward

Your referred Opportunities aren't syncing to the referral program, causing missed rewards and wrong attribution. Update referral records so program managers see qualified referrals within minutes.

Update referral records when a deal qualifies for reward

Overview

When referred deals don't update the referral program, program managers and finance miss credits and attribution. This flow closes that gap so referrals are marked qualified and reward value appears in the referral system within minutes of Opportunity creation.

Update referral records when a deal qualifies for reward