ALL referrals must be updated for tracking and reporting purposes.

If you are working on behalf of another associate, do the following:

1. In Xperience > Products > Synapsys CRM > Desktop. The Home/Suite Manager screen displays. 
2. Click Work on behalf of in the upper right corner. 
3. Select the officer to work on behalf of.
4. Click Submit.

When Receiving/Working referrals, do the following:

1. In Xperience > Products > Synapsys CRM > Desktop. The Home/Suite Manager screen displays. 
2. Click Opportunities. 
3. To view referrals, click Referrals. 
4. On the referral item requiring attention, right click and choose Open Selected Item.
5. Ensure the Status is Active.
6. In the Comments section, type all comments and notes regarding the progress made with the referral. 
7. Click Save.
   • An email will automatically generate to the associate who sent the referral. All changes and updates are included. 
8. Continue to update the referral as required.
9. Once the referral is Closed, update the status accordingly. 
10. Once a referral is Terminated, a prompt is received to terminate all related events/activities.
    • Choose Yes.
    • Update status to Sold or Closed based on the final results.
    • The referral and sales event leave your inbox but are still available in reports. 

Note: If the referral results in possible new business and additional sales activities are planned, record the sales efforts by doing the following:

1. From the referral, click Parent Sales Event. 
2. Complete the fields as follows:
   1. Summary - Purpose of proactive outreach.
   2. Assigned To - Defaults to the associate creating the event. 
   3. Type - Select the appropriate type based on the purpose of proactive outreach (for example: 2223 for client on-boarding calls).
   4. Status - Move status based on client outreach calls (see Status Definitions for details on each status).
   5. Comments - Enter any notes from the call that assist with future client contacts.
   6. Ticklers - Create ticklers when following up or additional action is needed to further assist clients. These appear as tasks in Outlook.
   7. On-Boarding Tiered Ticklers - Use only for 2223 contact events. Once selected, ticklers for each additional part of onboarding automatically populate and appear as tasks in Outlook.
3. Click Save.