If you have different sales teams handling your product and services or send referrals to business partners, wReferrals is a tool that helps you simplify and automate the product and service Referral process in Sugar.


Features and Benefits

Create Internal Referrals

wReferrals enables you to refer records internally, from one Sugar user to another. Any internal referral automatically links to the record's Account and Contact, so the receiver has immediate access to it when receiving the referral notification.

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Send External Referrals

External referrals made are sent to sources outside of your Sugar instance. When created, an email notification is sent to the receiver. You can also include URLs to the records in Sugar if the receiver has access to your CRM instance.

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Receive Notifications

Based on the referral's source (internal or external), wReferrals can either send a notification in Sugar to the receiving user, or send an email message to the external source.

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Track Referrals

wReferrals adds a custom module in Sugar where you can view all of your referral records or filter them by any criteria. Sugar also enables you to view the Referrals module's data in a dashboard.

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Create Internal Referrals

wReferrals enables you to refer records internally, from one Sugar user to another. Any internal referral automatically links to the record's Account and Contact, so the receiver has immediate access to it when receiving the referral notification.

Send External Referrals

External referrals made are sent to sources outside of your Sugar instance. When created, an email notification is sent to the receiver. You can also include URLs to the records in Sugar if the receiver has access to your CRM instance.

Receive Notifications

Based on the referral's source (internal or external), wReferrals can either send a notification in Sugar to the receiving user, or send an email message to the external source.

Track Referrals

wReferrals adds a custom module in Sugar where you can view all of your referral records or filter them by any criteria. Sugar also enables you to view the Referrals module's data in a dashboard.

Support

Phone Support: +1 (201) 760-2565
Support Email: support@w-systems.com
Support Knowledge Base: https://www.w-systems.com/products/sugarcrm/addons/wreferrals/contact/

Terms & Conditions

Terms of Service: https://www.w-systems.com/terms/
Privacy Policy: https://www.w-systems.com/privacy/

Resources

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