Step 10: Lead Distribution Module
Distribute leads to your partners and track their progress.
Manage the Lead-to-Deal conversion process in Channeltivity using the Lead Distribution module. Once a Partner or Distributor is assigned a Lead, you can tr...
Tue, 18 Mar, 2025 at 3:25 PM
Determine the Users who will receive emails about various Lead events in the Lead Email Notifications settings. To adjust these settings, go to Settings >...
Mon, 17 Mar, 2025 at 11:23 AM
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, 17 Mar, 2025 at 11:26 AM
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, 17 Mar, 2025 at 11:29 AM
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, 17 Mar, 2025 at 11:31 AM
Channeltivity includes a set of standard Lead Distribution fields, but you can add additional custom fields as needed for your program. Add a custom fi...
Mon, 17 Mar, 2025 at 11:38 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