Setup for the Lead Management Process

You can configure the Lead Management process so it works most effectively and supports your existing business processes. Some of these options require assistance from your Unifyr One team; others you can do yourself:

• With assistance from your Unifyr One team

  • Custom routing rules

    With rules you can use an automated workflow to pass your leads through the sales pipeline in your CRM. Leads might be routed according to a partner datapoint, such as geography, tier, or specialization. For more information, see Lead Routing Rules.

  • Templates for new lead notifications and status update emails

    Once a lead is in Unifyr One and has been assigned to a partner, Unifyr One will communicate with the partner’s designated lead owner(s) about it. The Unifyr One team will help you configure New Lead Notification emails and Status Update emails to be on brand and include the proper fields so your partners can review and accept, reject or re-assign leads accordingly.

    You can also manage a custom Lead Notification email template in System Messaging. For more information, see System Messaging.

  • Workflows

    You can set up workflows to send emails to partners to remind them to accept or update leads. For more information, see Manage Workflows.

  • Integration with your chosen CRM (if required)

    You can work with your Unifyr One team to configure connectivity and the datapoints that will be shared between systems.

    For more information, see Integrations.

  • Setting the level of visibility that each Partner User Role has of distributed and registered leads in the portal.

    For more information, see Partner User Roles Overview.

• Native Unifyr One functionality

  • Partner accounts

    Set up your Partner accounts in Unifyr One, so they can receive your leads. For more information, see Create a Partner Account.

  • Partner notification recipients

    Partners can specify Lead Owners, and optionally Sales Reps, in their portal settings (Settings > Lead Management) and select which users should receive email notifications of new leads. This will ensure that your leads get to the right partner or partner user. 

  • Custom fields and forms for lead information

    This ensures that you accurately capture and distribute the information you and your partners need, and enables seamless transmission of information to and from your CRM (if you're using one). For more information, see Custom Fields and Form Configuration.

  • Your partners' integrations with the Unifyr One Partner Portal

    Partners may wish to take advantage of this option to have distributed leads flow directly into their CRM of record.