Channeltivity's Lead Distribution module allows you to send sales prospects to your Partners. Partners can then convert the Leads to Deal Registrations. 


Leads can be distributed to Partners using the following methods:

Lead Entry Form 


Channeltivity iFrame- Salesforce Lead Layout

 

Once the Lead is in Channeltivity and assigned to a Partner, the Partner is notified via email (and in the portal system messages) that a new Lead has been assigned to them. The Partner will need to login to the portal and open the Lead to view the Lead's details. Why are the Lead details hidden from the Partner until they open the Lead?

Leads Lister Page 


Once the Partner opens the Lead, they can view/update the Lead's details, convert it to a Deal, reassign it to another User at their Organization, or close the Lead if there is no potential business opportunity.
Lead Details Page


If they choose to convert the Lead to a Deal, the system will prompt them to complete the Deal Registration form which includes the following: 

  • Prospect Details - End-user customer account and contact information 
  • Deal Details - The standard fields include Deal name, Amount, Stage and Close Date, but you can add additional custom fields for Partners to complete. 

Convert to Deal Screen


If there is no potential business opportunity, they can close the Lead and select a Lost Reason.

Close Lead (no Deal) Lost Reasons Screen