Referral Flow

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Referral Flow da Mind Map: Referral Flow

1. Ref Call to SDR

1.1. Sign Up Lead in SF

1.1.1. Provision Portal Access

1.1.1.1. Litmos to Provide Resources on Cin7 & Signup of referrals

1.2. Send Info Pack

1.2.1. Partner Sign up

1.2.1.1. Referral Lead comes in

1.2.1.1.1. Chris Assigns SDR

1.2.1.2. No Lead/Follow up

1.2.1.3. Added to Nurture Stream

2. Referral Partner Lead in SF

2.1. Chris to Call Partner Lead