> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Progress Updates

> Configure the notifications that keep referrers updated as their referred deals move through your CRM, by email and chat, in Introw.

**Open in Introw:** [Notification settings](https://app.introw.io/settings/notifications)

## How it works

Referrer updates are partner notifications driven by your CRM. When an object related to a
partner is updated or reaches a winning stage, Introw can send that partner an email and a
chat message. You set the defaults for which events notify partners org-wide, and you can
override them per pipeline embed and per segment.

There is no separate "referral autopilot" to configure. Instead you decide which CRM events
count as progress worth telling a referrer about, and which properties to watch for changes,
and Introw handles the delivery.

```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
  update["CRM object update or win"] --> introw["Introw"]
  introw --> email["Email"]
  introw --> chat["Chat"]
```

## Prerequisites

* A connected CRM with partner attribution, so updates reach the right referrer.
* Chat updates require a Slack or Teams connection.

## Settings & configuration

Org defaults live in [Notification settings](https://app.introw.io/settings/notifications);
per-deal behavior is set on the CRM embed in the **Experience builder**.

### Object updates

**Object updates** notifies a partner when an object related to them is updated in your CRM.
This is the workhorse for progress: a stage change on a referred deal counts as an update, so
referrers hear about advancement. Keep it on for the partner audience to drive ongoing
updates.

### Deal closed won

**Deal closed won** notifies a partner when a related deal is won. Use it to celebrate the
outcome with the referrer and reinforce that referring pays off. It is on by default for the
partner audience.

### Watched properties

On a deal pipeline embed, the **Notifications** section controls which changes notify partners
and lets you mark individual properties with **Notify change to partners** or **Don't notify
change to partners**. Use this to watch the fields that represent real progress, like stage,
and to silence noisy fields referrers do not care about.

### Delivery channels

Each notification can be delivered by email and, where connected, by Slack or Teams. Choose
the channel mix that fits how your referrers prefer to hear from you.

## Setup walkthrough

<Steps>
  <Step title="Open notification settings">
    Go to [Notification settings](https://app.introw.io/settings/notifications) and review the partner audience defaults.
  </Step>

  <Step title="Turn on progress events">
    Ensure **Object updates** and **Deal closed won** are on for partners, by email and chat.
  </Step>

  <Step title="Tune watched properties">
    On the deal pipeline embed, set which properties notify partners so updates reflect real progress.
  </Step>

  <Step title="Pick delivery channels">
    Choose email and, if connected, Slack or Teams for partner updates.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Keep referrers updated" icon="book-open" href="/features/referrals/deal-updates/guides/keep-referrers-updated">
    Set up the notifications that keep referrers in the loop as their deals progress, win, and reach them by email and chat.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Updates only reach a referrer when the referred deal is attributed to that partner in your CRM. Stage changes are delivered through object-update notifications on watched properties, so if stage is not watched, advancement will not notify. Chat delivery requires a connected Slack or Teams workspace.
</Warning>

## Troubleshooting

* **A referrer gets no updates** - confirm the deal is attributed to that partner and that partner notifications are on.
* **Stage changes do not notify** - add the stage field to the embed's watched properties.
* **Chat messages do not arrive** - check that Slack or Teams is connected and selected as a channel.