Manage referrals

Share opportunities with a cloud partner, accept the referrals it sends you, and keep both sides in sync.

• Outbound Referral: share an opportunity, one at a time or in bulk.
• Inbound Referral: accept or decline referrals the cloud sends you.
• Status & Stage: one Fours status for every partner’s stages.
• Referral Syncing: what syncs, in which direction, and how often.