How to use the Community Connect Referrer Dashboard app

Community Connect Referrer Dashboard is a new application for Community Connect customers which simplifies the process of referring their clients to Symphony (Figure 1):

 

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Figure 1 Community Connect Referrer Dashboard

 

As well as adding new people for referral, users can keep track of any previous referrals, view the details of referred user(s), the person who referred them and whether they’ve since joined Symphony or not.

 

Note: If Community Connect Referrer Dashboard is not available in the application list within Symphony Market, please check with your internal IT team to see if you have the correct permissions to access this app.

 

Referring somebody using the Community Connect Referrer Dashboard app means only a user's email address and company is required, therefore making the referral process simpler and faster than before (Figure 2):

 

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Figure 2 Refer client

 

After a referral is submitted, Symphony will review the referral and if approved, invitation emails are sent to the referred contacts asking them to set up their profile.

 

Note: A maximum of 20 users per organisation can be referred.

 

Full details on Community Connect Referrer Dashboard can be found below:

 

Community Connect Referrer Dashboard Release Notes

Community Connect Referrer Dashboard Starter Guide

 

If you require further assistance on Community Connect Referrer Dashboard, please contact the Symphony Support team at support@symphony.com