As we build relationships with new referral organizations and community agencies, it's essential to create an account for them in Salesforce. This allows us to efficiently track our interactions and ensure other staff members are aware of the services these organizations offer.
This article describes how to create a New Referral Partner Account. To learn how to record a particular referral given to a client, click here.
From Accounts
1. Click Accounts.
You may need to click More in order to find Accounts.
2. Click New.
3. Select Referral.
4. Click Next.
5. Type the organization's name for Account Name.
6. Type the organization's Phone number.
7. Type the organization's Email.
8. Type the organization's Website.
9. Type the organization's Address.
10. Type the organization's Service Description.
11. Select the Type of Client Served.
12. Select the Outcome Area.
13. Select the Top Reasons for Referral.
14. Click Save.
The new Referral Organization Account has been created!
Referred!
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