View Detail Feature Bundle: Leads

Overview

The Leads feature bundle allows partners to view and update lead records currently assigned to them. This facilitates nurturing and shepherding prospects towards closing a deal. 

Before You Begin

The Leads feature bundle relevant content to users based on their user group membership and the content you've made available. You should ensure these aspects of your program are in place prior to publishing the feature pages.

Intended Audience: Channel Operations Managers 

Contents

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All Leads Feature Page

The All Leads feature page displays all of the leads that are currently assigned to the partner. This includes both leads that the partner has registered with the supplier or leads the supplier has distributed to the partner. 

The right panel displays the list of leads that correspond to the currently selected search parameters. Summary information about each lead including company, phone number, and lead score are displayed. The individual lead contact's name and the company name are hyperlinked to the corresponding detail pages. 

The left panel includes an export button to extract the list of leads and a text search field. This panel also includes multi-select check box filters that allow the partner to restrict search results based on any combination of:

• Score
• Event
• Contact List
• Status
• Distribution Source
• Distribution Status
• Opt-In Authorization

Registered Leads Feature Page

The Registered Leads feature page displays a pre-filtered list of the leads the partner has registered with the supplier.

Distributed Leads Feature Page

The Distributed Leads feature page is identical to the All Leads page except that it pre-filters to show only leads that have been assigned to the partner by the supplier. 

Related Topics

• Add Feature Bundles and Pages to Your Portal