Opportunity Referrals Guide

Purpose

View, search, create, review, and update business referrals related to opportunities in Exceed. Referrals help track candidate or business-sourced opportunities that may become active pipeline records.

Referrals can be created in Exceed and may also be created through Engage, another system, when applicable.

Before You Start

• You must have access to the Referrals menu in Exceed.
• Referral records submitted through Engage may become available in Exceed for review and status management.
• Each referral includes opportunity details such as name, website, status, and last activity.
• To update a referral, you must open the referral action from the list.
• Required fields marked with * must be completed before saving.

Steps

View Referrals

1. Go to Referrals > Referrals.
2. Review the referral list.
3. The list displays information such as:
   • Opportunity Name
   • Website
   • Opportunity Status
   • Last Activity
   • Actions
4. Use the arrow icon to expand a referral row and view more information when available.
5. Use the action button to open the referral update form.

Search for a Referral

1. Go to Referrals > Referrals.
2. Enter the opportunity name, website, contact name, or related keyword in the Search field.
3. Review the matching results.
4. If the expected referral does not appear, clear the search and try again using another keyword.

Review Referral Details

1. Go to Referrals > Referrals.
2. Click the action button for the referral you want to review.
3. In Business Referral Details, review the available information:
   • Opportunity Name
   • Website
   • Opportunity Description
   • Contact Name
   • Contact Email
4. Confirm that the referral information matches the opportunity being reviewed.

Update Business Referral Status

1. Go to Referrals > Referrals.
2. Find the referral using the list or the Search field.
3. Click the action button for the referral.
4. Review the Business Referral Details section.
5. Select the correct Status.
6. Add Internal Notes explaining the status update or decision.
7. Click Save.

Important Rules

• Referrals can be created in Exceed and may also be created through Engage.
• Referral status updates in Exceed should reflect the real review outcome.
• Internal Notes are required and should explain the reason for the update.
• The referral should be reviewed before changing its status.
• Use the referral website and description to validate the business context.
• Contact details should be reviewed before any follow-up action.
• Last activity helps identify how recently the referral was updated or reviewed.
• Referral records should not be updated without enough context or validation.
• If the referral was submitted through Engage, confirm that the information is correctly reflected in Exceed before updating its status.

Common Issues

Issue: Referral does not appear in the list
Likely cause: The referral may not have been created in Exceed, may not have been submitted through Engage, or the search term does not match the referral information.
How to solve: Confirm where the referral was created, then clear the search field in Exceed and try again using the opportunity name, website, or contact name.

Issue: Status cannot be saved
Likely cause: A required field is missing.
How to solve: Confirm the Status field is selected and complete Internal Notes before saving.

Issue: Referral details look incomplete
Likely cause: The referral may have been created with missing opportunity or contact information.
How to solve: Review the available details and add context in Internal Notes when updating the status.

Issue: Wrong referral status was selected
Likely cause: The status was changed without confirming the referral details.
How to solve: Reopen the referral, review the business details, select the correct status, add notes, and save.

Issue: User cannot update a referral
Likely cause: The user may not have permission to update referral records.
How to solve: Contact the system administrator or the referral owner to confirm access permissions.