These flows work the same on both Incoming and Outgoing Referrals.
1. Create new Opportunity from a Referral
Since v.1.5, it is now possible to create an Outgoing Referral without a related Opportunity when it is created from the Referral list view. For such Referrals, you will also have the option to create Opportunities from them, and the flow is 100% identical to this one.
2. Link Referral to Opportunity
Since v.1.5, it is now possible to create an Outgoing Referral without a related Opportunity when it is created from the Referral list view. For such Referrals, you will also have the option to link them to an existing Opportunity, and the flow is 100% identical to this one.
3. Automatic WS-SF integration retry
Once the integration with WorkSpan is established — the integration status is shown within the Integration Status component:
In case Last Sync from Salesforce to WorkSpan is neither ‘Success’ nor ‘Sending’, it might mean that there is a connection error on the WorkSpan application side. In that case, the Referral update process will be restored automatically once the error is fixed on the WorkSpan application side.
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