Capture who requested the introduction, who may connect, whom they are introducing and the business purpose. Record approval, introduction sent, meeting held and qualification separately.
Use contact, account and opportunity identifiers. Preserve the partner or customer organisation independently from the individual connector. Attach evidence references where permitted.
Store sourced versus influenced classification and the relevant dates. Allow multiple contributions without giving each full opportunity credit. Keep the commercial policy documented outside the field list too.
The right CRM object or custom record depends on your architecture and reporting needs. Test permissions, updates and ownership changes before rolling out.
This is a suggested data model, not a claim about Orbb's current writeback fields. Confirm the integration scope and who is responsible for entering or synchronising outcomes in your deployment.