Introduction to Referrals

When a volunteer, board candidate, or donor is interested in a listing you have posted in VS, he or she will get in touch with you to learn more about it. This initial contact is known as an inquiry to the sender and as a referral.

 

If a volunteer, candidate, or donor inquires about one of your listings using the inquiry form provided by VS, an email notification will be sent to you (or a colleague if he/she was set as the primary contact for the listing) and the referral will be recorded on the Referrals tab of your Agency account.

 

The topics in this section will focus on working with email referrals received through VS. However, you should also have (if you do not already) a process in place for tracking, following up on, and managing referrals that come to you by phone, fax, or non-VS-generated emails.