Lead Communication from a Partner Locator

This is the process for communication/distribution of a lead originating in a Partner Locator:

• If a partner's entry in the locator includes a Contact option, and a user completes the contact form, a lead is generated in Unifyr One. 

  The form includes a message field that is passed to the partner in the Lead Notes, located under their Distributed Leads, and in the Lead Notification Email.

• The lead is automatically distributed to the selected partner.
• Unifyr One makes use of the standard Lead Distribution process, including an initial notification to the partner via email or messaging that the lead has been assigned to them. The partner user that is set to receive Default Lead Notifications will receive the email. Emails can also be sent to Sales Reps, if the partner has these set up. For more information, see Notification: Lead Distribution.
• If Auto-Accept is enabled for leads, the lead is automatically accepted. For information on enabled Auto-Accept, see Configuring Auto-Acceptance for Leads (partner academy article).
• If Auto-Accept is disabled for leads, the partner sees the lead in their Distributed Leads page, for acceptance/rejection. They then assign the lead to one of the users listed in their partner account.

Locator leads are created with a Lead Source of Locator. They're shown in Leads & Deals > Distributed Leads in Unifyr One Admin.