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Referral Approval Process
A referral approval process is an automated process that you can use to approve referrals in Financial Services Cloud. You can specify the steps necessary for a referral to be approved and who must approve it at each step.
- Create a Lead Queue for Referral Approvers
Use a Lead Queue to provide approvers with easy access to the referrals requiring approval. - Create an Approval Process for Referrals and Scoring
Use an Approval Process to automate the way referrals are approved.
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