Use Case 48
Receive referrals
Available steps and preparation
This video explains the controls available today and how to prepare. Some actions depend on permissions, approval or tools that are still coming soon; the guide identifies these steps.
Browse use cases for Service providerStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
Preparation guide: the related platform tools are shown; this does not demonstrate a completed dedicated workflow. Check the limitations below.
1. Define the relevant person
Preparation only. Open Browse → People and define role, sector and geography before matching or contact.
2. Define a relevant people search
Open Browse → People → Filters. Choose category, role, industry and location. Review each profile; category membership alone is not confirmed interest, authority or capacity.
3. Separate new matches from existing interest
Use Ask AI for new matching requests. Interested in your listing narrows existing savers/viewers. Review suggestions and use Save to a search where offered. No contact or campaign is sent.
4. Review the outcome and next step
For a genuine introduction, confirm need, agreed scope, fees and access before starting work. Join the appropriate permitted deal when an engagement exists. Matching does not send a referral or grant document access. The practical outcome is a relevant professional connection to qualify, with client authority and the actual engagement reviewed separately from research.
Common questions
Short answers to what people ask most about this part of the product.
Does a match automatically send me a referral?
No automatic intake is verified. Confirm the actual introduction and engagement; collaboration access needs its own permission.
When does research become an engagement?
After the real introduction, client authority, scope, fees and access are agreed. A People match or category alone creates no paid assignment or guaranteed referral.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Video transcript
You offer specialist services and want relevant deal teams to find and work with you. This is preparation only: automatic referral intake is unverified. Use general People research and permitted collaboration. A result or category neither creates a paid assignment nor guarantees a referral. Start with the real service need and suitable role. In People, open Filters and choose a relevant category before refining the criteria. Translate the requirement into role, industry and location. Check the profile rather than assuming every result has the required budget, experience or authority. A category describes a person’s role; it does not prove their current interest in this particular opportunity or their ability to complete a transaction. Use Ask AI to describe the people you need and why they would fit. Interested in your listing filters people who already saved or viewed the listing; it does not find new buyers. For new matches use the People Agent conversation, then inspect the suggestions. Save relevant results to a search where offered. Matching does not send messages or grant confidential document access. For a genuine introduction, confirm need, agreed scope, fees and access before starting work. Join the appropriate permitted deal when an engagement exists. Matching does not send a referral or grant document access. The practical outcome is a relevant professional connection to qualify, with client authority and the actual engagement reviewed separately from research.
Watch the video, or follow the written steps below. Both cover the same walkthrough.
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