View Leads

Overview

In Unifyr One Admin, you can monitor all leads being handled by your partners. The Leads & Deals pages allow you to view, manage, and track all leads - those that you've distributed to your partners, or those they have registered themselves (if the Lead Registration feature is enabled).

Intended Audience

Channel Sales Leader or Partner Channel Sales Director.

Contents

Click on the + to expand the instructions for the desired task.

How to View All Leads

The leads report provides a summary view of all leads. The report includes leads that you've distributed to your partners and leads registered by your partners.

1. Navigate to Leads & Deals > All Leads.
2. [Optional] Use the drop down menus at the top of the list to filter the list by partner, partner group, source, stage, create date, etc.
3. [Optional] Use the Advanced Filters button to modify the list based on Partner Activity, Campaign Activity, Embedded Access Apps, and CRM Integrations.
4. [Optional] Use the side navigation to see lists of distributed and registered leads, view lead distribution activity, and configure lead registration rules.

5. [Optional] Select which columns to display on each of the Leads listing pages (All Leads, Distributed Leads, Registered Leads). Columns representing most core fields are available, plus any custom fields you have in place for leads. Click the Column Configuration button then drag and drop fields to and from Available Columns and Selected Columns as required.

   

   Note

   These pieces of information can't be shown as columns:

   • The name of the partner user who created the lead
   • The sales rep to which the lead is assigned

In the leads lists, each lead displays basic information as a default (you can change the column display if required):

• Email address
• Partner name
• Create and Last Modified Dates
• Distribution Status - Accepted, Rejected or Pending

• Email Status - Sent or Not Sent

  There are several reasons why Email Status shows Not Sent, most likely due to the partner setup.

  For more information on setting up partners for lead distribution, see Setup for the Lead Management Process.

  • The partner has enabled Auto-Accept for leads (in Settings > Lead Management) - this value is typically used when they have a CRM connected to Unifyr One
  • The partner has not established any Lead Owners

  • The partner has set up Lead Owners, but the email address is invalid

    To see if an incorrect email address is the reason for the email not being sent, click on the lead, click Edit, and expand the Status section. If there is a Notification Failure error, the partner should update the email address for the Lead Owner.

    

• Distribution Status Change date
• Source - How the lead was received, for example Manually Added by Partner, CSV Upload, Locator, etc.

Lead Details View

In Leads & Deals, click on a lead in the leads list to open it and display more information.

The additional information is displayed in collapsible sections - you may need to click Edit to see it all:

• A quick view of the origin and current status of the lead in the top bar
• Personal Information - the lead's contact details
• Company Information and Address - the company with which the lead is associated
• Custom Fields - non-standard lead information specific to your organization
• Lead Events - system generated timeline of the lead's lifecycle
• Key Dates - when the lead was created and last updated
• Identifiers - identifiers from Unifyr or external systems

If the Ask IQ is enabled on your system, it can generate an assessment of the strength of the lead. It uses the details provided for the lead, and compares them to previously distributed/registered leads in your system. It also gives an AI Confidence score, which is its confidence in the validity of the assessment it has provided - this depends on the amount of information the lead contains.

You can click the icons to give feedback about the notes. For more information, see Giving Feedback on AI-Generated Responses and Content.

Notes

• For more information about Ask IQ, and how to enable it, see Unifyr One's AI Assistants.
• Submit a request to your Unifyr One team if you want to use this type of prediction for leads/deals. They may need to make a small change to your Lead/Deal Details page to support it.
• Ask IQ may make mistakes, so review important information carefully.

View Audit Log for a Lead

You can view a log of changes/updates made to a lead as it progresses through its lifecycle.

1. Navigate to Leads & Deals.
2. Find the lead you want to view, and click on it to open it.
3. Click Edit.

4. Click Audit Log. The Audit Log window opens, showing a list of changes made to the lead and the user who made them.

   

5. [Optional] Click Export to download a CSV file of the audit log.

   

Training

Related Topics

• About Lead Management
• Lead Distribution
• Lead Registration
• Lead Routing Rules
• Lead Summary Dashboard