Manage inbound referrals shared by partners
In Suger Console, the Co-sell Inbox tab is the place to check all inbound referrals from cloud partners.
Click on any item from the list to check the details:
You can accept the referral by clicking the Accept
button on the top right:
The pop-up will guide you through the process to:
Submit
.Suger will create the opportunity in your CRM, and notify the cloud partner that we would like to accept this referral, with the associated CRM record ID.
Contact Information of AWS Referrals
None
so we don't create/edit any contacts.All incoming referrals will be created as the "Referral (Suger)" records in your Salesforce, and you can check the list by going to the "Referrals (Suger)" tab.
To accept the referral, click on any of the pending acceptance ones, and click the Accept
button on the top right.
First, select or create an opportunity:
Then, click next and fill in the form to create the opportunity:
By default, the Account/Opportunity creation form only includes the fields that you have configured field mapping on Suger Console.
To add more fields without field mapping, please ask your Salesforce Admin to configure the Creation from Referral
Field Sets
for Opportunity/Account.