Open Reviews & Referrals
Manage review requests, recovery, thank-yous, and referral leads.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Reviews & Referrals is for and choose the correct next action.
Safety and data checks
- • Never ask a dissatisfied customer for a public review before the service problem has been addressed.
Complete the task
- 1Navigate
Open Open Reviews & Referrals
Use the Hub navigation to open Open Reviews & Referrals. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Reviews & Referrals is open and its page heading is visible.
- 2Review
Understand what belongs here
Reviews & Referrals coordinates post-service feedback without mixing unhappy-customer recovery with public review requests. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Check rating, sentiment, eligibility, outreach status, customer history, and whether recovery is required first. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Choose thank-you, recovery, review invitation, incentive, or referral follow-up based on the verified outcome. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Never ask a dissatisfied customer for a public review before the service problem has been addressed. This orientation ends before any irreversible or customer-facing submission.
Never ask a dissatisfied customer for a public review before the service problem has been addressed.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.