Referral Routing
Push new referrals into your CRM and set their pipeline stage
What it is
Push a new referral into your CRM as a contact, lead, or deal and set its pipeline stage, so referred prospects land where your team already works.
How it works
Referral created in Referral Rock → a new/updated record (Contact / Lead / Deal) in the CRM at the stage you choose. Outbound (Referral Rock → CRM).
Referral Routing vs Customer FeedRouting creates a new record from a referral (outbound); Customer Feed reads system-of-record activity to approve referrals (inbound). They work from opposite directions.
Referral Routing vs Member SyncRouting creates a new record; Member Sync updates existing records with program data.
Updated 2 days ago
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