Activities
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      3. Activities

      Adding Referrals

      Referrals allow you to capture customers or prospects product interests and assign them to other users. Once a referral is added, it automatically becomes an Opportunity for the person that you assigned it to.

      1. To add a Referral for a customer or prospect, search for the customer or prospect and click the appropriate link on the Search Results screen.
      2. Once the profile is displayed, click on the Add Referral button on the toolbar.
      3. Select a Type for this Referral. Your marketing department will set up these campaigns. 
      4. Fill in fields on the Referral Tab.
      5. Click on "Add an item" to add the products of interest.
      6. Click the Save or Save and view Activity Queue button in the toolbar to save the opportunity.

      Referral Tab

      fiworks-referral-tab

      • Type - The Type is used to group activities into categories. You must select a Type in order to save the activity.
      • Referred By - Defaults to your name. If you are creating a referral for another person, you can search for their name. You can also select an external COI in this field.
      • Refer To - The person that has been assigned the activity. Type in this box to find another user. As you type, matching user names will appear.
      • Reminders - The reminder field allows you to set a reminder for any activity. The reminder date has to be in the future.
      • Products - The product interests for the referral

      Adding Sales Line Items

      1. Click the “Add an Item” command to add a new line item to the Referral.
      2. Use the category drop down list to select the product category.
      3. Use the product drop down to select a product within the category.
      4. Enter the potential balance for the item.
      5. Enter the potential fees for the item.

      Deleting Sales Line Items

      1. Click the Delete link besides the sales line item that you want to delete.
      2. Click OK to confirm the deletion

      Notes Tab

      Use this tab to view or add notes to the Referral. These notes will be visible to anyone who can see the item. For more information, see Using the Notes Tab.

       

      Tracking Referrals

      You can track the status of referrals that you made by viewing the Referral History page. See Viewing History for more information.