Lead Distribution

What is the Lead Distribution Module and how does it work?
Lead Distribution allows you to send sales prospects to your Partners. Internal Users enter Leads by uploading them from a spreadsheet, entering them into ...
Mon, 6 May, 2019 at 3:37 PM
What happens when I assign a Lead?
When you distribute a Lead to a Partner User from within Channeltivity, that User will immediately receive an email notification (you can configure this at ...
Tue, 19 Nov, 2019 at 3:49 PM
Why are the Lead details hidden from the Partner until they open the Lead?
The reason the company names and contact details of unopened Leads are hidden from the Partner is so that he or she has to actually click and view ...
Tue, 28 May, 2019 at 12:52 PM
What Leads can a User see?
The Group Permissions of a User will determine the User's experience while using the Lead Distribution Module.  Partner Users: If a Partner...
Tue, 6 Feb, 2018 at 2:31 PM
How does the automatic Lead assignment field work?
If you have a large number of Leads to import into Channeltivity and distribute to your Partners, and already know which Partner should receive which Lead, ...
Tue, 28 May, 2019 at 12:54 PM
I'm trying to assign a Lead to a Partner, but they're not showing up in the assignment dropdown. What's going on?
The Lead Distribution module allows you to send sales prospects to your Partners. Leads can be assigned to either individual Users at a Partner, or (if you ...
Tue, 28 May, 2019 at 12:54 PM
How do I use the GDPR features in the Lead Distribution Module?
Channeltivity's Lead Distribution Module can be configured to provide extra safeguards for complying with GDPR. This article will explain how the regul...
Wed, 16 May, 2018 at 9:58 AM