Once you’ve accepted a lead, there are some further actions you can take. Open the lead from the designated Distributed Leads page in your portal to access them.
Lead Feedback - provide more information about this lead and any progress that has been made against it
Each supplier provides their own custom form and the information it requests.
You can update your feedback by clicking the Edit Feedback link in the lead detail.
There is one area for feedback. Using the Edit Feedback option overwrites the previous entry - add further comments if you want to maintain a chronology of updates.
Update Stage - update the lead's current position in the buying journey.
Your supplier may also have provided some information fields for you to complete with this step.
New Deal - register a new deal from this lead
You’ll choose the deal type, if your supplier is using them, and complete the required details.
Each supplier provides their own custom form and the information it requests.
Assign - assign the lead to a new user or Sales Rep.
This option can be used at any time.
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