CRM › Prospects & Recruitment
Referrals
Who was referred, by whom, what became of it and what the referrer is owed.
Where to find it
- Module: CRM
- Group: Marketing & Pipeline
- Section: Prospects & Recruitment
- Screen: Referrals
Address in the console: /crm/referrals
List · 11 columns · 14 fields on its form · 2 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Referral | Code | referral_no |
| Referred by | Text | referrer_display |
| Referrer | Status | referrer_type |
| Referred | Text | referred_name |
| Text | referred_email | |
| Program | Code | program_code |
| Prospect | Code | prospect_no |
| Reward | Status | reward_type |
| Amount | Amount | reward_amount |
| Reward status | Status | reward_status |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Referrer type required | Choice | student, alumni, contact, account, staff, partner, other | |
| Referring student | Choice | Looked up from existing records | |
| Referrer name | Text | ||
| Referrer email | Text | ||
| Referred name required | Text | ||
| Referred email | Text | ||
| Referred phone | Text | ||
| Program | Choice | Looked up from existing records | |
| Campaign | Choice | Looked up from existing records | |
| Reward | Choice | Configuration list | |
| Reward amount | Number | ||
| Reward status | Choice | pending, approved, paid, declined, not_applicable | |
| Status | Choice | submitted, contacted, qualified, converted, declined, expired, duplicate | |
| Notes | Long text |
What you can do here
Make a prospect primary
A referral that stays a name on a list is worth nothing. This puts it into the funnel and credits the referrer.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.