Add ability to link Opportunity to a Profile that served as a referral
We would like to link the profile of the Professional Advisor and/or Firm who brought a donor to our organization within the Opportunity. Currently we are using a Custom Field (Text) but would like the ability to link the opportunity directly to the profile of the referral source.
Michelle Schneider
shared this idea
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Tracy Larimer
commented
Also with ability to track the organization the external advisor was working for at the time of the referral.
Use Case: Amy Advisor referred eight clients that opened funds when she was with Morgan Stanley; referred 3 when she moved to Fidelity; has not referred a client since she jumped to Schwaab.
This would allow me to create a report of the active humans who refer their clients to us, as well as a list of the organizations that refer clients to us.
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Eyerusalem Gehringer
commented
This would be amazing. We track advisor referrals and fundholder referrals and it would be great to link to the advisor which ones they referred. If we could have a profile link to opportunities where we can define the types of opportunities link that would allow flexibility for different customers to use the language that they use for referrals. And to be able to use a custom report on that opportunity profile link to do a count of how many opportunities each profile referred.
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Andrew Gaerte
commented
This would be super helpful, we are moving our Salesforce information over and it would be nice to not have to create custom fields.
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Torrey Littleton
commented
Thanks!
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Dawn Townsend
commented
This would be very helpful.