About the Referral Types Form

This service stores the list of possible referral types that can be assigned to a Referral Requests record.

Attachments Tab

The Attachments tab lists any files relevant to the Referral Types record.

General Tab

Name (Required)

The referral type's name.

Description

A description of the referral type.

Related Topics

Using Sales Force Automation

How to Use Sales Force Automation

Managing Opportunities

Managing Referral Requests

Understanding Sales Force Automation