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  1. Unifyr Admin Academy
  2. Leads & Deals
  3. Leads

Leads

Funnel hot leads to the right partners. In Unifyr One, route leads by territory rules, performance measures, or contractual commitments. Unifyr One supports a collaborative sales process by automatically assigning and distributing qualified leads via intelligent email notifications or directly syncing into your partners' CRM systems. Distributed leads include relevant details, such as profile data (name, company, etc.) and lead history (campaign, emails opened/ clicked, website views, etc.) to establish rapport, nurture prospects and close more deals. Allow partners to register a prospect as a lead rather than a formal opportunity or deal. In Unifyr One, you can approve the Lead Registration and track its pipeline progress or follow the partner's nurture activities with the target.

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  • Lead Types
  • About Lead Management
  • View Leads
  • Lead Distribution
  • Enable Lead Registration
  • About Lead Scoring
  • Lead Routing Rules
  • Lead Management Overview
  • Setup for the Lead Management Process
  • Set up Partner Portal for Lead Management
  • Viewing All Leads
  • Viewing Lead Details
  • Viewing the Audit Log for a Lead
  • About Lead Distribution
  • Creating a New Distributed Lead
  • Uploading Distributed Leads in Bulk
  • Manually Reassigning Distributed Leads
  • Sending Notifications of Distributed Leads to Partners
  • Deactivating a Distributed Lead
  • Exporting a List of Distributed Leads
  • Viewing the Lead Distribution Activity Report
  • About Lead Registration
  • Creating Lead Registration Rules
  • Updating the Status of a Registered Lead
  • Accessing a Registered Lead's Attachments
  • Lead Scoring Overview
  • About Lead Events and Default Scores
  • About Lead Score Degradation
  • Viewing Lead Management Reports
  • Closing the Lead Loop
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