05 Days to Dreamforce: Feature Overview - Case Referrals
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Today, were featuring Case Referrals.
Case Referrals are an efficient way to allow for inbound and outbound referrals, leveraging automations to ensure your constituent receive support from the appropriate places. With Case Referrals, you can capture the referring party information and create the appropriate case to start the Case Management process. With Case Referrals, you can measure effectiveness of your partnerships as part of your comprehensive Case Management analytics.