Client Referral Program: Salesforce Update Complete

--000000000000ca265c0606877b07 Content-Type: multipart/alternative; boundary="000000000000ca265b0606877b06" --000000000000ca265b0606877b06 Content-Type: text/plain; charset="UTF-8" Hi Everyone, Here is the information on the Salesforce Feature to connect the client account to the "Client Referral Program" The field is now live in production for users to document the specific client account that made the referral on both a lead and opportunity record. [image: image.png] A few attributions with the field: - When a lead converts, this information will automatically pass to the opportunity. - When the referral account is "Client Referral Program" the new field for Client Referral is required. - The field is still available and optional for all other referral accounts *Please ensure that you are using the correct referral account, as there are several similar accounts. Please use: Client Referral Program* Have a wonderful weekend everyone!! Tiffany Silton Director, Division Operations * Please note my email has changed: * tsilton@thekey.com (760) 889-2188 TheKey.com [image: TheKey] --000000000000ca265b0606877b06 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Everyone, =C2=A0 Here is the information on the Sal= esforce Feature to connect the client account to the &quot;Client Referral = Program&quot; The field is now live in produc= tion for users to document the specific client account that made the referr= al on both a lead and opportunity record.=C2=A0 A few attributions with the fie= ld: When a lead converts, this= information will automatically pass=C2=A0to the opportunity.=C2=A0 When the referral account is &quot;Client Refer= ral Program&quot; the new field for Client Referral is required. The field is still available and optional for all = other referral accounts Please ensure that you are using the correct referral account= , as there are several similar accounts.=C2=A0 Please use:=C2=A0 Client Ref= erral Program Have a wonderful weekend everyone!= ! Tiffany Silton Director, Division Operations=C2=A0 Please note my email has changed: tsilton@thekey.com (760) 889-2188 TheKey.com <t