When selecting to record an eReferral only, you can log the referral without notifying the member. This is useful when you wish to track when a potential customer has taken business cards or brochures of a member that you have handed out.
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Click the +Add button and select eReferral.
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In the eReferral window, enter as much Potential Customer information as desired or is known.
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Select the members you wish to refer using the Add Referral Recipients area. You can select members by name or category. You can also choose specific representatives by name or by group.
- When selecting members by name or category, you can expand the Advanced Filter section and filter by any member custom fields you have set up for your organization.
- Once you have selected the members to be included in the eReferral, you can remove any records you wish to exclude by clicking Remove Selected Recipients.
- To print or email the list of recommended businesses for the potential customer, click Preview final referral recipients list with options to print/email potential customer.
- Review the information in the Referral Recipient Options section.
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Lead Source: This assists in telling your members where their referrals were initiated and can be helpful for reporting purposes. The Lead Source is included in the information emailed to your members and is also recorded on their Communication History. It is also on the eReferral Report which may be viewed in the Member Information Center (MIC).
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Click Record Referral. The eReferral will be logged in the member's Communication History for reference.
