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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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  • About Lead Routing Rules
  • Viewing Lead Routing Information for a Lead
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