Referral records help channel managers track the progress of an advocate’s referral. When an advocate’s referral progresses across the promotion stages, the Referral record is also updated to the current stage.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing |
| Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. Learn more about Referral Marketing with Partner Ecosystem management. |
| User Permissions Needed | |
|---|---|
| To view transaction journals: |
Manage B2B Referrals permission set AND View permission on:
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You can review these key details in a Referral record:
- Referrer—The account of the advocate.
- Referred Party—The lead or account record of the referred party.
- Promotion—The promotion as part of which the advocate referred the referred party.
- Opportunity—The opportunity created from the referral.
- Current Promotion Stage—The stage that the referral is at currently. The stage changes as the referral progresses through the various promotion stages.
- On the Promotions related list of your referral program, click the promotion whose referral you want to view.
- Click Referrals.
- Click the name of the referral that you want to view.