UI concept — not connected to Salesforce. Layout mirrors the live World 50 Lightning person account page. All sample data is fictional.
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Referral Triage · Elyse Marks
Across all your members
All Ready to ask Gated
Every pending request across every member you cover, ranked by the same score. Gated requests are held by a member-level rule, not by the quality of the ask.
Score
Member — who we ask
Prospect — who they would introduce
How they are connected
👤
Person Account

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Details
Vinton Call Transcripts
Key Info
Photo
photo
▾[Snapshot] Referral Request
Member Snapshot
▸[New] Referral Request
▸[Update] Referral Request Status
‹  /  Referral Requests (Member) Group Leader view — all members ›
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Referral Requests (Member)
0 of 6 decided
1/6
Sorted highest priority first. Score is additive and shown in full on each card — connection, recency, community, prospect fit, history.

All requests decided

0
Approved
0
Declined
0s
Median decision

Approvals set GL Accepted and go into the pre-call brief. The Opportunity is created later, and only if the member accepts on the call.
Each decline sets GL Declined with a structured reason — the filter's training data.

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