Qualified leads are an incredibly valuable resource. The portal enables visibility and tracking across the lead lifecycle. This capability allows you to automate lead distribution and easily track ongoing partner interactions with prospects, including marketing touches and pipeline activities, using real-time updates. Channel partners receive leads either via intelligent email workflows or directly within their familiar CRM and SFA systems. You can track the progress of distributed leads across the entire sales cycle all the way through to close to see the amount of revenue each lead generates. Because of this lead tracking, you may need to change a lead's status.
Suppliers may require Personally Identifiable Information (PII) such as an email or phone number to create a lead. When the option is enabled not to require PII, it does not remove any PII that the partner chooses to include on the Lead.
Before You Begin
Understand the three different types of leads that can be generated in the portal on our About Leads page.
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