About Lead Management Settings

Administrative permission is required to access the portal settings. For more information, contact your supplier's point of contact.

Lead Management settings for your partner portal automate some of the processes of lead management, helping you gain efficiency and save time:

Auto-registration rules automate the process of registering leads to supplier organizations quickly, based on compliant rule sets. When lead auto-registration is enabled, new lead registrations are processed when leads are created or updated using supplier or partner-managed auto-registration rules. Note: The lead registration process does not comb through the pre-existing leads in the partner account.
When leads are distributed from suppliers, you can turn on lead Auto-Accept to automatically accept leads and allow them to flow from your supplier directly into your CRM without intervention or additional clicks.

Auto-Accept should ONLY be used for partners with CRM connections.
Default lead notifications allow you to designate which partner users and/or sales reps should receive email notifications in support of lead management. Note: email notifications are not sent if Auto-Accept is on for distributed leads.

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