Capture connector, target person, account, request and introduction dates, status and related opportunity. Keep source evidence where permitted. Distinguish contributions to new opportunities from help on existing deals.
Review introductions delivered, held meetings, accepted opportunities, pipeline and wins. Show denominators and maturity so a recent active customer is not compared unfairly with a long-running source.
A customer sending many weak introductions may be less useful than one making a small number of highly relevant connections. Monitor ask frequency and concentration to avoid overusing the most helpful people.
Reconstruct past contribution from reliable records and account-team context where possible. Label uncertain attribution rather than pretending every historical introduction can be recovered precisely.
Orbb's Referral Agent can support a traceable introduction workflow. Confirm who owns CRM reporting and attribution so customers' contribution is visible without inflating totals or treating their networks as unlimited capacity.