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Quick question, would one track referrals at the opportunity level or at the account level. Not sure what best practices are for this.
Thanks!
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I would expect a referral to often to be created as a lead. When someone refers a new customer I'd typically create them as a lead and convert to opportunity when qualified.
Obviously what you decide to do may depend on how your solution is currently implemented and the required business processes.
Sorry wasn't clear. The referral gives you the opportunity for a customer, do you track the referral with the customer or the opportunity they gave you?
If you don't want to use the lead entity, then I would either create an opportunity for an existing account. Or if the customer is new I would create an account and opportunity.
The account would be the one the opportunity is with.
If your referrals are coming from an existing customer you might want to show who referred the new customer to you. For that I would consider using connections between the referrer and the new customer. (Or opportunity, or both!)
FYI: There isn't a right or wrong approach here. You should amend the approach dependant on the specific requirement you face.
Hi LLB, Referral2Leads.com has several integrated Dynamics 365 referral tracking compensation solutions.
If interested, please send private message.
Thanks
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