Step 9: Lead Distribution Module

Distribute leads to your partners and track their progress.

Lead Distribution Settings
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
Lead Email Notifications
Determine the Users that will receive emails about various Lead events in the Lead Email Notifications settings. To adjust these settings go to Settings >...
Fri, 1 Mar, 2019 at 11:34 AM
Web to Lead Form
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...
Mon, 4 Mar, 2019 at 5:00 PM
Lead Campaigns and Sources
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
Lost Reasons
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
Lead Custom Fields
The Lead Distribution module provides Partners with the Lead detail you determine. Channeltivity starts you out with a set of standard Lead Distribution fie...
Wed, 5 Jun, 2019 at 4:36 PM
Lead Conversion Field Mapping
Go Settings > Lead Distribution > Lead Conversion Field Mapping to determine how your Lead custom fields are mapped to custom fields on the Deal, Acco...
Mon, 4 Mar, 2019 at 5:07 PM