Find Connections and Send Referral Requests

Context

After you set up connections in Demandbase One for Sales (formerly Sales Intelligence), you can find connections to people at target companies and send referral requests. You can find direct connections to a person or identify mutual connections that you and the person both know. 

Steps

1. In Demandbase One for Sales, search for and select a target company.
2. Click the People tab to find people you have connections with.
   Tips: 
   • You can filter by job function, job level, contact location, contact info, and connections or use the search box at the top of the page to find people by name.
   • You can see the number of connections you have with a person listed in the contact information column.
3. Click the link indicating the number of connections you have with a person to open the connection graph.
   Tip: The connection graph shows all the people that connect you to the selected person.
   
4. In the window that opens, click the envelope icon for the connection that you want to ask for a referral from.
   Tip: The envelope icon only appears if a connection’s email address is in the Demandbase One for Sales database.
   
5. Complete and send the email message that opens with the connection’s email address prepopulated.