---
schema_version: "1"
id: 14b29a817f5d7608148002a779d5cd9d1ea61a0ab2599731fc2d1011b23f675c
title: Inbound Referrals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_inbound_referrals.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_inbound_referrals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f649365263765eae11a72b513a4cc9380fa2c9c8a8248c1bc53a15f2b65d19b3
description: Use Inbound Referrals to track clients who have been referred to your organization.
products:
  - Nonprofit
release: "264"
---
# Inbound Referrals

Use Inbound Referrals to track clients who have been referred to your organization.

Clients come to your organization seeking your services in a variety of ways. Some are referred by other service providers, some may call your call center, others might complete a form online. If your organization wants to track clients that have been referred, use Inbound Referrals. Inbound Referrals are a record type on the Case object. 

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/images/icon_note.png)

Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in [Nonprofit Cloud](https://help.salesforce.com/s/articleview?id=sfdo.nonprofit_cloud.htm). If you're not sure which version your organization uses, check with your Salesforce admin.

To see a list of all Inbound Referrals:

1. Click the **Cases** tab.
2. From the dropdown, select **Case Management: Inbound Referrals**.

- **[Create and Edit Inbound Referrals](https://help.salesforce.com/s/articleView?id=sfdo.cm_inbound_referrals.htm&release=264.0.0&type=5)**  
    Inbound Referrals are potential clients who are referred to your organization. Inbound Referrals capture critical details, like contact information, who referred the client, and why they were referred.

## Create and Edit Inbound Referrals

Inbound Referrals are potential clients who are referred to your organization. Inbound Referrals capture critical details, like contact information, who referred the client, and why they were referred.

To create an Inbound Referral:

1. Click the **Cases** tab.
2. Click **New**.
3. Select **Inbound Referral**, then click **Next**.
4. Optionally:
    
    - Add a subject that describes the nature of the referral.
    - Search for or create a Contact.
    - Enter any relevant information about the referral, for example, the Case Origin, or the Referral Organization.
    - Search for or create an associated Intake. If an Intake is created from this referral later, **Intake** will be populated automatically.
5. Select a Status. Note that you can't close the Inbound Referral from the Status dropdown.
6. Click **Save**.

From an Inbound Referral, you can:

- Click **Edit** to edit the details of the Inbound Referral.
- Click **Create Intake** to [create an Intake](https://help.salesforce.com/s/articleView?id=sfdo.cm_intake_new_clients.htm&release=264.0.0&type=5 "Use Intakes to collect information about potential clients so you can evaluate how to best help them.") to collect information and materials that you need to decide how to best help the client, either by providing them services or referring them to another provider.
- Click **Closed** in the path at the top of the Inbound Referral to close it.