If a provider's entry in a Locator includes a Contact option, and a user completes the contact form, a lead is generated in Unifyr One. This lead is then automatically distributed to the selected provider. Unifyr One makes use of the standard Lead Distribution process, including an initial notification to the provider via email or messaging that the lead has been assigned to them. The provider user that is set to receive Default Lead Notifications will receive the email. Emails can also be sent to Sales Reps, if the provider has these set up. For more information, see Notification: Lead Distribution.
The form includes a message field that is passed to the provider in the Lead Notes, located under their Distributed Leads, and in the Lead Notification Email.
From there, the Provider can accept the partner’s request or re-assign them to another contact in their Provider account. A contact from the Provider’s side will reach out to the partner regarding their request using the contact information you provide in the Contact Provider Form.
This is an example of a Contact Provider Form:
Note
If you would like to make any modifications to the Contact Provider Form, please reach out to your Unifyr One point of contact.
This is an example of the Lead Notification Email the Provider user will receive:
Locator leads are created with a Lead Source of Locator. They're shown in Leads & Deals > Distributed Leads in Unifyr One Admin.
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