Referral workflow planning brief

Referral route:
Programme rules and version:
Referrer identifier:
Introduction identifier:
Enquiry system:
Required fields:
Duplicate rule:
Attribution dispute owner:
Follow-up owner and response window:
Qualification evidence:
Reward approver:
Fulfilment record:
Cancellation or correction rule:
Pilot test cases:


From Automations For Business
https://automationsforbusiness.com/blog/referral-program-automation