Navigate to your Salesforce Sales Console
Click Show Navigation Menu
โClick Opportunities
Choose an Opportunity
โClick Request
โClick the Deadline field and select when this is needed by
Choose or enter the email of which contact from this opportunity you want on this reference call
Enter any notes or queries in the Additional Notes field
Choose which Slack channel to send this request to
โThat's it! The reference request will show up in the Slack channel for you or team to fulfill
Creating A Reference Request In Salesforce
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Written by Tom Aristone
Updated this week



