# Outbound Referral
Share opportunities from your CRM with partners
---
## Overview
With your co-sell configurations, sharing with partners can be as easy as a few mouse clicks.
## Outbox
Outbox is the place to show your CRM opportunities that are ready to be sent to partners.
Without any configuration, this tab lists all your CRM opportunities.
You can click the filter button to specify various filters to narrow down the scope:
> 
You can also use the search box on the top right:
> 
## Share an Opportunity
Sharing happens on its own **full page**, not in a pop-up dialog. The page has its own
URL, so you can bookmark a share in progress, reload it, or send the link to a colleague.
Its header reads **Share to {cloud} co-sell referral** — for example, *Share to AWS
co-sell referral*.
Below is an example where we share a Salesforce opportunity with AWS.
1. Find an opportunity from the Outbox.
2. Click on the opportunity name (in **teal** color) which navigates to the detail page.
3. Click the **Share** button on the top right. Suger opens the share page.
4. Work through the **stepper** at the top of the page. Each step groups a related set of
fields; fill in the required fields, and any optional fields you want to send.
5. If all validation passed, the **Submit** button will be clickable. Click on it.
6. Suger sends this to AWS. This process usually takes ~5 seconds but sometimes it takes longer.
7. The shared opportunity will be moved to the "In Sync" tab.
> 
8. You can click on it to check the details. You should see the "APN CRM Unique Identifier" in the "Destination" section on the bottom.
> 
:::note
Because the share page is a page and not a dialog, navigating away — clicking a link,
using the browser Back button, or closing the tab — triggers an **unsaved-changes guard**.
Confirm to leave and discard what you have filled in, or cancel to stay on the page.
:::
### Duplicate title advisory
When you submit, Suger checks whether the same partner already has a **still-open**
referral with a matching title. Matching ignores letter case and surrounding whitespace,
so "Acme Corp — Migration" and "acme corp — migration " count as the same title.
If it finds one, Suger shows you the matching referrals so you can decide whether you are
about to create a duplicate.
:::info
This is **advisory only — it never blocks the share.** Two referrals can legitimately
carry the same title, for example two phases of the same programme with the same customer.
Read the list, then submit anyway if the new referral is genuinely distinct.
:::
## Re-submit a failed referral
A referral that failed on the way to the partner does not have to be recreated from
scratch. Open the referral's detail page and use the **Re-submit** action.
**When Re-submit is available**
| Situation | Re-submit? |
| --- | --- |
| Status is `CREATE_FAILED` | Yes |
| AWS referral whose review status is still pending submission | Yes |
| Any other status — the referral is healthy or already at the partner | No |
If you reach the re-submit flow for a referral that does not qualify, Suger refuses it
with: *"This referral cannot be re-submitted."*
**What happens when you re-submit**
1. Open the failed referral's detail page.
2. Click **Re-submit**. Suger seeds the form from the payload it stored on the original
attempt, so every value you entered the first time is still there.
3. Correct whatever the partner rejected — the error message on the referral tells you
what to fix.
4. Click **Submit**.
:::info
Re-submitting **updates the failed referral in place**. It never creates a second record,
so your list will not fill up with duplicates of the same opportunity no matter how many
times you retry.
:::
## Bulk Share
You can share multiple opportunities at the same time.
This can be very efficient if your CRM data is in good quality (e.g., all postal codes are filled)
and the field mappings & templates are well-configured.
1. Click the `Bulk Share` button to enter the selection mode.
> 
2. Select those you want to share and click `Submit`.
3. A dialog will pop out showing the AWS opportunity we are about to submit.
> 
You can click on any of them to check the details.
4. If all validation passed, you can click the `Submit` button. Otherwise you'll need to manually fill them.
:::info
**A bulk share is capped at 30 referrals per batch.** To share more than 30 opportunities,
split them across several batches.
:::
### Running two bulk shares at once
You can start a second bulk share while a first one is still processing. Previously the
second batch could be dropped, or leave rows sitting in **Pending Create** indefinitely —
that no longer happens.
If a batch cannot be started, its referrals are marked `CREATE_FAILED` rather than left
stranded, with the message:
> Could not start the {partner} submission for this bulk share — please resubmit the referral
Those rows behave like any other failed referral: open one and use
[**Re-submit**](#re-submit-a-failed-referral) to push it through.
## Auto-Share Retries
[Auto-share](/cosell/cosell-configuration/#auto-share-referrals) does not give up on a
referral the partner rejected. A `CREATE_FAILED` referral re-enters the candidate list on
the next auto-share run — roughly every 3 hours — and Suger updates the existing record
rather than creating a duplicate.
| | |
| --- | --- |
| **Retried automatically** | `CREATE_FAILED` |
| **Never retried** | `UPDATE_FAILED`, `PENDING_CREATE`, `DRAFT` |
| **Retry limit** | 16 attempts, roughly 48 hours |
After 16 attempts the referral stops being retried and stays `CREATE_FAILED`. At that
point the cause is almost always data the partner will keep rejecting — fix the underlying
field and use [**Re-submit**](#re-submit-a-failed-referral) on the referral itself.
## Auto-Enrich Referrals
Save time and improve data quality by automatically filling in missing company and contact information when sharing opportunities with cloud partners. The auto enrichment feature helps ensure your referrals have complete information, increasing the chances of successful partner engagement.
### How It Works
When you preview an opportunity before sharing it with a cloud partner (AWS, Azure, or GCP), Suger can automatically fill in missing fields like company addresses, contact names, and more. This happens seamlessly in the background - you'll see the enriched data right in your preview.
**To enable auto enrichment:**
1. Go to **Settings** → **Cosell** → **Cosell Configs**
2. Find your partner configuration (AWS, Azure, or GCP)
3. Enable the **Auto-Enrich Referrals** option
Once enabled, the enrichment will happen automatically whenever you preview opportunities for that partner. Your existing data is always preserved - only empty fields are filled in.
### What Information Is Needed
For the enrichment to work effectively, your CRM data needs to have some basic information about the company and contacts.
**For company information**, the service needs at least:
- Company name, or
- Company website/domain
**For contact information**, the service needs at least:
- Contact email address, or
- Contact first and last name (along with company information)
If these basic fields are missing in your CRM data, the enrichment service won't be able to find additional information for that record.
:::warning
In some cases, our enrichment service may not be able to find information for certain companies.
:::
### What Fields Can Be Enriched
The auto enrichment feature can fill in many commonly required fields for each cloud partner. Here's what can be automatically populated:
#### AWS
**Company Information:**
- Company name and website
- Full address (country, state, city, street address, postal code)
- Industry classification
**Contact Information:**
- Email address
- First and last name
- Job title
#### Azure
**Company Information:**
- Company name
- Full address (country, state, city, street address, postal code)
**Contact Information:**
- Email address
- First and last name
- Job title
#### GCP
**Company Information:**
- Organization name and domain
- Full address (country, state/province, city, postal code, street address)
- Industry classification
- Company region
- Employee count
**Contact Information:**
- Email address
- First and last name (given name and family name)