How do I track my referrals?
Boon’s opportunity tracker allows you to see what’s going on behind the scenes. No need for pesky follow-up phone calls.
Out Booned: here is where you can keep track of all the referrals that you sent and see where they are in the opportunity process. We group each tracking category into three stages: evaluate, interview, and exit.
- Evaluate: Once a Boon is sent, you will see that referral show up under the category “Sent”, the first step of the referral process. Keep following the referral as they mover through the evaluation process.
- Interview: here is where you can track a referral once the company decides to move forward with the interview process. Your tracker will automatically update as companies move a candidate forward through their interview process.
- Exit : whenever a referral has left the evaluation or interview process, you can track them here. Hey, it happens.
In Booned: this is where you can track opportunities for which you directly applied.