Creating a New Distributed Lead

To create a lead and distribute it to partners:

1. Navigate to Leads & Deals > Lead Distribution.
2. In Distributed Leads, click Create Lead.
3. Provide the information for the new lead. The information that is required will differ according to your environment. The form is divided into tabs:

   • Details: Add the lead contact data, assign the new lead to a partner, target a specific partner user, and set an initial status

     

   • Company: Capture information about the company with which the lead is associated.

     

   • Custom Fields: Enter the non-standard information that your organization deems relevant. This tab lists the custom Lead fields you have available in cog > Forms & Fields > Lead > Contact.

     

   • Attachments: Upload files that relate to the lead. The partner user can access these files via their Partner Portal account.

     • Up to 10 files can be uploaded per lead
     • Each file must be 250MB or less
     • These file types are supported: .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .xlsx, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4

     

4. Click Create. The lead is added to the leads list and distributed to the named partner/user.