Note
Lead Distribution is not supported in a Unifyr One Engage subscription.
Lead Distribution is the process where you create new lead records in the Unifyr One database and push them out to partners. If your partners create the record for a new lead themselves, this is known as Lead Registration.
The main benefits of Lead Distribution for you are:
- Allow efficient assignment of new leads for follow-up
- Minimize competition and duplication of effort between your partners
Your partners have the possibility of increased sales from leads they might not otherwise have found.
You do also have the option to set up an integration with your CRM of choice, and have lead information synced between you and your partners automatically. To discuss setting up a CRM integration for Lead Distribution, submit a request to your Unifyr One team.
Your partners can view, accept, and update the leads you send them in their partner portal, via the Distributed Leads feature page and notification emails. Partners can also set up their own CRM integration to sync their distributed leads to their CRM.
Partner Locators also generate leads that are passed to partners as distributed leads. These leads show a Source of Locator.
Intended Audience
Channel Sales Leader or Partner Channel Sales Director.
Before You Begin
If you are creating a new lead, you must have a partner already set up in Unifyr One. If no partner is available, you will not be able to assign the lead for follow-up. For more information, see Create New Partners.
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