Step 10: Lead Distribution Module
Distribute leads to your partners and track their progress.
Manage the process from Lead Distribution to opportunity conversion within Channeltivity. From the moment partners are assigned a new Lead, easily track the...
Mon, 4 Mar, 2019 at 5:00 PM
Determine the Users that will receive emails about various Lead events in the Lead Email Notifications settings. To adjust these settings go to Settings >...
Mon, 22 Jun, 2020 at 1:47 PM
This Web-to-Lead Setting can enable the routing of Leads from your website into Channeltivity using an embeddable form. To create the form: Go to Sett...
Thu, 11 Nov, 2021 at 3:20 PM
Campaigns Campaigns are a key component in tracking Leads through the sales process. Channeltivity makes it easy to add Campaigns so that Leads can be a...
Mon, 4 Mar, 2019 at 5:04 PM
The Lost Reason setting enables the Partner to close out Leads using Lost Reasons. This allows for better tracking of Leads. To update and/or create a Lost ...
Mon, 4 Mar, 2019 at 5:05 PM
The Lead Distribution module provides Partners with the Lead detail you determine. Channeltivity starts you out with a set of standard Lead Distribution fie...
Fri, 28 Aug, 2020 at 11:58 AM
Go to Settings > Lead Distribution > Lead Conversion Field Mapping to determine how your Lead custom fields are mapped to custom fields on the Deal, A...
Fri, 16 Jun, 2023 at 11:23 AM