Hi, I'm very new to MS BCM.
I need to track referrals and can see that a default Opportunity can be used to track an incoming referral from a third party Account using the "Initiated By" field. However, I also need to track all outgoing referrals.
So if I create a new Opportunity, the "Link to" is my client who I referred, the "Initiated by" is me as the referror. But how do I track it to the third party to whom I referred my client since I cannot put this third party as "Assigned to"?
I am thinking I need to create a custom Opportunity called "Referrals Made/Received" and somehow connect the outgoing referrals to certain Accounts, and somehow be able to see all referrals I made to those Accounts in the Account record and/or in a report.
Thanks in advance for any tips.
I need to track referrals and can see that a default Opportunity can be used to track an incoming referral from a third party Account using the "Initiated By" field. However, I also need to track all outgoing referrals.
So if I create a new Opportunity, the "Link to" is my client who I referred, the "Initiated by" is me as the referror. But how do I track it to the third party to whom I referred my client since I cannot put this third party as "Assigned to"?
I am thinking I need to create a custom Opportunity called "Referrals Made/Received" and somehow connect the outgoing referrals to certain Accounts, and somehow be able to see all referrals I made to those Accounts in the Account record and/or in a report.
Thanks in advance for any tips.