Creating a New Distributed Lead

Note

Lead Distribution is not supported in a Unifyr One Engage subscription.

To create a lead and distribute it to partners:

1. Navigate to Leads & Deals > Lead Distribution.
2. In Distributed Leads, click Create Lead.
3. Provide the information for the new lead. The information that is required will differ according to your environment. The form is divided into collapsible sections:

   • Routing Information: Assign the new lead to a partner, target a specific partner user, and associate the lead to a campaign

     

   • Lead Details: Capture the contact information for the individual

     

   • Company Information: This section allows you to capture information about the company the lead is associated with.

     

   • Attachments: Upload files that relate to the lead. The partner user can access these files via their Partner Portal account.

     • Up to 10 files can be uploaded per lead
     • Each file must be 250MB or less
     • These file types are supported: .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .xlsx, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4

     

   • Custom Fields: Enter the non-standard information that your organization deems relevant.

     

4. Click Create. The lead is added to the leads list and distributed to the named partner/user.