Assignments

Documentation Index

Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

An Assignment is the connection between a reference and a prospect. It’s how Deeto formalizes the moment a customer agrees to engage in a deal — whether that’s a reference call, a peer introduction, a case study review, or another form of proof delivery. Assignments sit at the heart of Deeto’s Go-to-Market Hub. They give your team a structured, trackable way to manage every reference engagement tied to a live opportunity: who the reference is, which deal they’re supporting, what was requested, and what happened. Without assignments, reference activity lives in email threads, calendar invites, and memory. With assignments, it lives in Deeto — visible to the team, connected to the opportunity, and tracked through to impact.

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How Assignments Work

The assignment process follows a consistent flow:

1. A prospect needs proof — an AE or SDR identifies that a deal would benefit from a reference engagement
2. A reference is identified — using Deeto’s matching capabilities, the team finds a reference whose profile fits the prospect’s industry, company size, use case, or other relevant criteria
3. The assignment is created — the reference is formally connected to the opportunity in Deeto
4. The reference confirms availability — Deeto handles the outreach to the reference and records their response
5. The engagement takes place — a call is scheduled, content is shared, or another agreed interaction occurs
6. The outcome is tracked — the assignment record captures what happened and connects it to the opportunity

This structure ensures every reference engagement is documented, every reference is treated with care, and your team has visibility into which references are actively supporting which deals.

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Creating an Assignment

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Step 1: Open the Assignments Section

Navigate to References → Assignments in your Deeto workspace. This view shows all current and historical assignments across your team.

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Step 2: Select a Reference

Choose the reference you want to assign. You can search by name, company, industry, or engagement history. Deeto’s matching panel surfaces references whose profile is relevant to the prospect’s criteria — use this to identify the strongest fit. Consider the following when selecting a reference:

• Relevance — does this reference match the prospect’s industry, company size, or use case?
• Availability — is the reference currently available for calls or engagements?
• Engagement history — has this reference recently been assigned to multiple deals? Be mindful of burnout.

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Step 3: Link to the Opportunity

Connect the assignment to the relevant opportunity in your CRM. This links the reference engagement to deal data so you can track how the interaction influences pipeline and close rates.

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Step 4: Define the Engagement Type

Specify what kind of engagement is being requested:

• Reference call — a live conversation between the reference and the prospect
• Peer introduction — a warm email introduction facilitated by Deeto
• Content sharing — a specific case study, quote, or testimonial shared with the prospect
• Microsite review — directing the prospect to a personalized microsite featuring this reference

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Step 5: Notify the Reference

Once the assignment is created, Deeto sends an outreach message to the reference — letting them know they’ve been requested for a deal engagement and asking them to confirm availability. You can review and customize the message before it’s sent.

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Step 6: Track the Outcome

After the engagement, update the assignment with the outcome: completed, declined, rescheduled, or no response. This data feeds into your Platform Performance reporting and gives your team a complete picture of reference impact on revenue.

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Assignment Statuses

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Reference Availability and Burnout Prevention

Deeto tracks every assignment across your entire reference pool. This visibility helps you manage reference availability and prevent over-reliance on your most popular advocates. When selecting a reference for a new assignment, Deeto surfaces:

• Current assignment load — how many active assignments the reference currently has
• Recent engagement history — how many assignments they’ve completed in the last 30, 60, or 90 days
• Reference preference signals — any stated preferences about engagement frequency or type

Use this information to distribute engagement requests across your reference pool. A reference who feels used will stop being available — protecting your advocates is protecting your pipeline.

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CRM Integration

When your Deeto workspace is connected to Salesforce or HubSpot, assignment activity is surfaced directly in your CRM opportunity records. This allows Account Executives to see reference engagement history without leaving their CRM — including which references have been assigned, what engagements have taken place, and how prospects have responded. For instructions on enabling CRM-connected assignment visibility, see the Salesforce Integration Guide or HubSpot Integration Guide.

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Tracking Impact

Every completed assignment feeds into the Prospect Engagements tab in Platform Performance. This view shows:

• Which references have been matched to which prospects
• Which engagements were completed
• Which deals progressed or closed following a reference engagement

Use this data to calculate the revenue contribution of your reference program — and to demonstrate the value of the program to leadership.

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Best Practices

Build a diverse reference pool before you need it. The best time to recruit references is not when a deal is waiting. A well-populated reference pool gives your team options across industries, company sizes, and use cases — reducing the time it takes to find a match and protecting your busiest advocates. Always personalize the reference outreach. When creating an assignment, customize the message Deeto sends to the reference. A warm, specific request performs dramatically better than a generic ask. Close the loop with the reference. After an engagement, let the reference know how the deal is progressing. References who feel informed and valued stay engaged longer and say yes more often. Track every engagement, even informal ones. If an AE has an informal conversation with a reference outside of the platform, log it. Assignment history that lives only in someone’s memory creates gaps in your program’s reporting and can lead to accidentally over-engaging a reference. Review assignment data quarterly. The Prospect Engagements report shows you which references are driving the most impact. Use this to thank high-performing advocates, identify who needs a break, and find gaps in your reference pool that need to be filled.

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FAQs

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Need Help?

• In-platform: Click the help icon inside your Deeto workspace
• Customer Success: Reach out to your dedicated Customer Success Manager
• Email: support@deeto.ai