Recording a Referral from a Salesforce Contact Record

To record a new referral with Orca:

  1. From the Orca Platform Analytics tab, navigate to a customer Contact

  2. In the top right corner, click the Record a Referral button. A new window will appear.

  3. Fill in Customer Contact

    1. Note: Names are pulled from Contacts in Salesforce. In the event, the name does not appear, be sure to make sure the Contact itself has been created correctly

  4. Select the best method to contact the prospect and what product they are interested in

  5. If the prospect contact already exists, fill in the contact. If it does not, Click Create Prospect Contact, to make a new contact

  6. If applicable, add the opportunity or create a new opportunity

  7. Add notes and submit

If your Contact Record does not have the Referral components, learn how to Add Referral Components.

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