A referral adds people and timing to a normal application. Recording who introduced you, what they offered and what happened next keeps the relationship context clear.
A practical workflow
Use the following as a working sequence, then adapt it to the companies and conversations in front of you.
- Record the referrer and date of introduction
- Keep the role source distinct from the referral relationship
- Follow up with the person and company on the right cadence
Keep the system workable
Keep one clear record for the opportunity, its current stage, the people involved and the next action. That gives you enough structure to return to the search without adding ceremony.
Candidate keeps this context together so a useful update after an application, conversation or exercise does not need to be copied across several tools.