The referral is recorded
A referral shows who referred whom, in which group and what it is about. You can add an amount if you want to know the value, and close the referral with or without an outcome.
All features
Members help each other. Now the network can see it.
A useful referral can open a door for another member. Record who helps whom and follow up on the outcome. Get a clearer picture of the relationships creating value in the network.
The referrals overview with open and closed referrals between members.
Follow up on what came from the connection
A record is the start of follow-up, not proof of a sale. Add an amount if relevant and close the referral with or without an outcome. That gives you a more concrete basis for discussing the network’s value.
Referrals overview with counts of referrals given and received, plus open and closed referrals.
Make contributions a shared talking point
Referral counts and optional amounts can support shared goals and friendly competition in a sales-focused network. Use the overview in your conversations or as a basis for your own sales scoreboard.
Find the right person to refer
The member directory shows members' industries and skills, so it is easier to see who can help.
Questions about referrals
A referral shows who referred whom, in which group and what it concerns. An amount is optional. A recorded referral is not in itself a completed sale. Members asking for help or a contact use the Searches module.
Referrals is a module the organisation turns on. Members see their own referrals with what they have given and received. Administrators can see the referrals for the whole organisation or for the groups they manage.
If a referral is still open after about 40 days, the people involved get an email asking them to follow up. Referrals that are still open after 100 days are closed automatically.
How do you keep track of referrals today?
Tell us how members give each other business and help now. We will show you what requests and referrals can look like in Samli.