---
schema_version: "1"
id: 198768d34b837298caef6fab59ec91b1cd2513e56492a6dfa1a174d7bb1076b7
title: Navigate Leads and Referrals in Slack
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/slack/264-0-0/fsc_slack_app_collaborate_leads_referrals_navigate.md
canonical_url: https://help.salesforce.com/s/articleView?id=slack.fsc_slack_app_collaborate_leads_referrals_navigate.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0324702d599e12dd12b4e40413eb7aca59c9f285eb37605ee567aebadc8ca397
description: View and update your leads and referrals in Slack.
products:
  - Slack
  - Cross Cloud
release: "264"
---
# Navigate Leads and Referrals in Slack

View and update your leads and referrals in Slack.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p>Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> editions</p>
              <p style="margin-bottom:0;">Available in: Slack (where approved by a workspace admin)</p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d26259e60">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26259e60 ">To use Salesforce with Slack:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26259e60 ">Connect Salesforce with Slack</td>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26259e60 ">To use Action Plans:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26259e60 ">
              <p>Financial Services Cloud Extension permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize Application</p>
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1. In Slack, open the Financial Services Cloud app.
2. Click **View Your Leads and Referrals**.
    
    If you don’t see the View Your Leads and Referrals button, contact your Salesforce Admin for help.
3. Review the list of your leads and referrals. The sort order is by date, oldest lead, or referral is first.
    1. To update the status of the lead, click **Select…**.
    2. Select a status, and click **Change**.
        
        When you update the status to Closed, the lead is removed from Slack. To see the Closed leads and referrals, go to Salesforce.
    3. To go to Salesforce for more information, click the name of the lead.
    4. To see more leads, click **View More**.
    5. To view more than the maximum number of leads and referrals Slack can show, click **View More in Salesforce**. This opens your Salesforce org, on the Open Referrals I’m assigned list view.
    6. To reassign a lead to another user, click **Change Owner**.
    7. Click **Search Users…** and select a user.
    8. Click **Change Owner**.
        
        ![Change lead owner](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-slack-slack_apps-264-0-0-production-enus/68481d6c-8c01-419d-9d5c-ebe6efa3b5f3/slack_apps/images/fsc_slack_change_owner.png)