Entrepreneurs can connect directly with
resource partners from The Resource
Navigator℠. By clicking “Connect Me with This Organization”
button on each profile page, a referral e-mail
is generated and sent to the Resource Partner. Since
the referral is online, new software was built
so the referral is also sent to SourceLink℠,
where the new referral will be entered as a
measurable client. All of this will happen
automatically for those who use SourceLink,
The Resource Navigator, and WordPress.
Note: Some WordPress websites show the Resource Partner contact email address. Now that the Contact Organization feature is available, some organizations may want to hide the email address. Below is how this can be accomplished:
Login to WordPress
Go to SourceLink from left menu
Click on Resource Views
Edit the desired Resource View, most will be Default Resource Navigator (Full)
Check 'Hide Partner’s Email Address' option
Save Resource Navigator view (at very top right, click Update button)
Check update on front end Resource Navigator
"Connect Me with This Organization" button opens to an email
form sent to a Resource Partner and uploaded to
SourceLink. It can be viewed in your Pending Tasks.
The Resource Partner will receive an email message like this sample:
The SourceLink affiliate with the associated Resource Navigator will receive the following email notification:
In addition to "Connect Me With This Organization" feature, the "Suggest an Edit" link at the bottom of
the profile allows website visitors to
report out-of-date information about a Resource Partner.
"Suggest an Edit" link opens to email form
sent to your info@ or catchall email
Client intake in SourceLink
Notifications will be available in your Pending Tasks accessed from the left navigation bar. By accepting this notification, a new client record will be created and/or a referral and interaction will be added to an existing client record.
Select Reject or View Potential
Review Person/Company client list. Click
client name if it's a duplicate, compare
data and select Accept, or pick Not a
Duplicate- Create Client.