---
schema_version: "1"
id: 69b44c848c872fa73a41544f5b9184f5afbb1b11c3accb3136a903127c6057b5
title: Outbound Referrals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_outbound_referrals.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_outbound_referrals.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3790ecc9b0accc5dac66df1f579aded37069fe8eee3846167b85674d55c64088
description: Use Outbound Referrals to track the referrals that you make for clients to other organizations.
products:
  - Nonprofit
release: "264"
---
# Outbound Referrals

Use Outbound Referrals to track the referrals that you make for clients to other organizations.

After assessing a potential client or working with a client for a while, you may identify needs that your organization isn’t able to fulfill. In these cases, you may want to refer the client to another organization to ensure they get the care they need. When you refer someone to another organization, it’s called an Outbound Referral. Outbound Referrals are record types on the Case object.

To see a list of all Outbound Referrals:

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

- **[Refer Clients With Outbound Referrals](https://help.salesforce.com/s/articleView?id=sfdo.cm_outbound_referrals.htm&release=264.0.0&type=5)**  
    Create an Outbound Referral to track clients referred to other organizations to ensure that you help the client get the services they need.

## Refer Clients With Outbound Referrals

Create an Outbound Referral to track clients referred to other organizations to ensure that you help the client get the services they need.

To create an Outbound Referral:

1. Click the **Cases** tab.
2. Click **New**.
3. Select **Outbound 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 Referral Organization, Suggested Programs, or Referral Result.
5. Select a Status. Note that you can't close the Outbound Referral from the Status dropdown.
6. Click **Save**.

From an Outbound Referral, you can:

- Click **Edit** to edit the details of the Outbound Referral.
- Click **Change Owner** assign another case owner.
- Click **Closed** in the path at the top of the Outbound Referral to close it.