There are three primary places to find your supplier-provided leads.
Lead Distribution area in the portal
When lead distribution is turned on, you will have an additional option on your portal menu. Distributed Leads is where you can export, search, or filter the leads distributed to you by your supplier.
If you filter the view, you can click Save as default to preserve the filters, so the same view opens for you every time you visit the page.
Select the hyperlinked name of a lead to display its details and accept or reject it. Both options may open a new window where you can provide feedback, explain your decision, or pass the lead on to another user within your partner account or to another partner.
Check your email for notifications of leads. Your supplier may send leads that can be accepted or rejected and you will receive a Lead Notification email when a new lead is distributed to you.
Messages area in the portal
Click > Messages, in the top navigation, to find messages about your leads.
Leads that have not yet been accepted or rejected appear here. Select New Lead to see the details of the lead. You can change the status, register the lead, assign it to a partner user or sales rep, or sync it with your CRM.
- Grayed-out messages have been read.
- The number of unread messages in your inbox appears next to Messages label in your profile menu.
Comments
Article is closed for comments.