The challenge
Good introductions can disappear into informal conversations
When referrals are mentioned at meetings, in messages or over coffee, recipients may lack the details they need and organisers cannot see whether introductions led anywhere.
A simple shared record creates accountability without turning a relationship-led group into a complicated sales system.
How MyNetworx approaches it
A clear record and a small set of outcomes
Members log a referral for another member with a description and, where appropriate, client, company and contact details. The receiving member is notified.
The recipient or a group administrator can move the referral through logged, accepted, in progress, won or lost. Won referrals record a value, and summaries can be reviewed by month, year or across all time.
In practice
From introduction to outcome
The record stays focused on the information a networking group needs.
Record the introduction
Choose the receiving member and explain the opportunity clearly.
Follow progress
The recipient updates the referral as they accept and pursue it.
Review results
Members and administrators can see status counts and won value for a chosen period.
Benefits
Better visibility without extra spreadsheets
Clear ownership
Each referral has a sender and a receiving member.
Timely follow-up
Notifications and visible status make the next action harder to overlook.
Useful evidence
Period summaries show activity and recorded outcomes.
Common questions
Questions about this feature
Who can update a referral’s status?
The receiving member or a group administrator can update the status.
Can groups review older referral activity?
Yes. Referral views support monthly, yearly and all-time periods, subject to the records held by the group.