Find Connections and Send Referral Requests

After setting up connections in Demandbase One for Sales, you can find people at target accounts and request referrals. You can view both your direct connections and mutual connections shared with a prospect.

Steps

1. In Demandbase One for Sales, select a target company.
2. Click the People tab and do one of the following:
   • In the All People sub-tab, find the Contact Info column.
     
   • In the Playbook sub-tab, select the Leverage people that I share connections with play.
     
3. Click the link showing the number of connections for a person.
4. Click the envelope icon next to the connection you want to request a referral from.
   Tip: The envelope icon appears only if the connection’s email address is available in Demandbase.
   
5. Complete and send the prepopulated email message.