Hi everyone,
I'm trying to figure out how to leverage existing functionality before trying to build something new--I have a request to track how someone was referred to our organization. I work at a community foundation, so we use NPSP and the Outbound Funds Module. Are there existing features that could track this? I'm not sure using Leads as implied here quite fits our business because we usually do our qualification before entering Contacts.
The person who requested this wanted a text field where they could write someone's name and I know Salesforce can do much more complex things than that. And thinking ahead, it might be good to track how much business has been referred by certain individuals, which I don't think could be done with static text in a text box. Has anyone built out a request like this before?
Thank you in advance,
I have used it in similar ways as Terry's described. One org needed to link various people together (Leads, Person Accounts and Contacts) who all have Roles in other objects so we decided to use this customized Role Object to add the Role Refferee/Referred by to it.
