--000000000000fe66b7064af52a65 Content-Type: multipart/alternative; boundary="000000000000fe66b5064af52a64" --000000000000fe66b5064af52a64 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim & Scott, Happy Monday! Below are the instructions from our HCL Handbook on how to document a referral out in case that was what you were looking for. As far as reporting on Referral Outs, we do currently have a report within our HCL - SAP & Accounts Dashboard but let me know what exactly you are looking to report on and we can build something custom for you. ____________ Referral Outs Anytime we refer a potential new client to one of our community partners, we should document that referral as a =E2=80=9CReferral Out=E2=80=9D in Sal= esforce. Making cross-referrals is a powerful way to build relationships with referral partners and Salesforce will help you keep track of all of the value you are creating for your accounts. Features/Benefits - This is an excellent tool to use to illustrate how you're creating high-value partnerships in your community! - All Referrals Out, meaning we had a referral come into TheKey and for whatever reason, we will be referring the Lead away to another agency or= we are referring other services (Home Health, Physician, SNF, etc.) for potential or existing clients of ours, we must indicate in Salesforce an= y and all Referrals we make out. - Refer Out Functionality - To document instances where you are referring a lead to one of your partners, we have added a hyperlink to access a form to complete on t= he Referral Account page.[image: image.png] [image: image.png] - There are a few different reports that you can pull associated to this functionality as well. [image: image.png] On Sun, Feb 15, 2026 at 5:07=E2=80=AFPM Scott Viscomi = wrote: > Hey Tim, > I don't have a report built to track referral-outs by account or category= , > but I will loop in @Julia Jenkins to see if one is > available, or can be created. This is something that has been on my mind = as > well. > > @Julia Jenkins This functionality=E2=80=94the abil= ity to > track and measure cross-referrals=E2=80=94would be a powerful tool for AS= M/RBBD, > etc. > > > > Scott > > On Fri, Feb 13, 2026 at 1:05=E2=80=AFPM Timothy Thomas wr= ote: > >> Hey Scott, >> >> Could you help me with an SF question? Where do I find the functionality >> to track a referral out in SF? >> >> Thanks! >> >> -- >> >> *Tim Thomas* >> Head of Midwest & Canada Divisions | *TheKey* >> Mobile: 514.591.9387 >> [image: TheKey] >> > --=20 Julia Jenkins Director, Revenue Operations *Please note my email address has changed:* jujenkins@thekey.com Mobile: (805) 717-7606 TheKey.com --000000000000fe66b5064af52a64 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim & Scott, Happy Monday! = Below are the instructions from our HCL Handbook on how= to document a referral out in case that was what you=C2=A0were looking for= .=C2=