Overview
Partners nurture and qualify leads through sales and marketing activities. Unifyr enables visibility and tracking across the lead lifecycle. Qualified leads are a valuable resource that often ends in the sale of a product or service.
By registering leads, partners help you to minimize the friction that potential competition for the same deal might cause with your internal sales teams or other partners.
Registration rules allow you to delegate some of the work of managing new leads from your partners. Leads matching the given conditions will be auto-registered with you. Each new rule can include multiple conditions, or groups of conditions, that are evaluated using Boolean logic. Every group (regardless of the number of conditions) must evaluate to TRUE for the rule to be applied to an incoming Lead Registration. You and your partners can set these types of rule.
When enabling lead registration for your partners, you have these options:
- Specify that your partners must adhere to the lead auto-registration rules you set, instead of setting their own. An App Setting, Enforce Supplier defined registration rules, is available. If enabled, portal Lead Auto-Registration settings are disabled in partners' portal settings, they can only view the rules you've defined.
- Allow partners to anonymize their leads. With this setting, partners can create leads without the requirement to provide Personally Identifiable Information (PII) about the lead, specifically email address and phone number. The partner may still choose to include this information, but will not be required to do so. This setting is particularly helpful in building mutual trust between you and your partners.
To enable either of these settings, submit a request to your Unifyr team.
Intended Audience
Channel Sales Leader
How to Create Lead Registration Rules
- Navigate to Leads & Deals > Lead Registration.
- Click Rules in the left navigation.
- In the Lead Registration Rules screen, click Create Rule.
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In the Create New Rule screen, provide the following information:
Parameter Type Description Rule Name Text User-friendly identifier for this rule. Description Text Information about this text to support administrators. Partner Filters Text [Optional] By default, the rule will be applied to all partners.
To change this, click Add Filters to open the Apply Partner Filter window.
- Expand and collapse filter types as needed, by clicking on the link.
- Select or search for required filter values.
- Click Check All or Clear All next to each filter type to select all available values, or remove all values already selected, for the filter.
- Click Apply when you've set up the filter.
Rule Conditions Select a condition (data type, operator, and value) that a new lead must match to be automatically registered.
The data type is the thing that will be considered (e.g. Region) and will determine the options available in the other fields.
The operator is how the value will be evaluated (e.g. Equals).
The value is the result that will cause the rule to evaluate to true (e.g. APAC).
- [Optional] Add another rule to the rule group - click Add AND condtion.
- [Optional] Add another rule group with other rule - click Add OR Condition group.
- Click Create.
Once you have created the rules, you must give partners the tools to register leads, by adding the Leads bundle to your portal. For more information, see Adding Feature Bundles/Pages to a Partner Portal.
How to Edit a Lead Stage
Permission Required
This feature is not available to all suppliers. Submit a request to your Unifyr team if you're interested in using it.
Follow these steps to move a registered lead to its current stage in the sales process. This allows you to keep a more accurate record of partner-registered leads in Unifyr:
- Navigate to Leads & Deals > Lead Registration. You will see a full list of leads that have been registered by your partners.
- Click on the lead you want to update, to open it for edit.
- Click Edit.
- Go to the Details tab.
- Select the new status from the Lead Stage dropdown list.
- Click Save.
Access a Registered Lead's Attachments
If a partner has included attachments with a registered lead, you can view and download them from the lead details page.
- Navigate to Leads & Deals > Lead Registration.
- Click on the lead you want to update, to open it for edit.
- Click Edit.
- Navigate to the Attachments tab. Here, you can view what's already linked, or upload your own files.
Approve/Reject a Registered Lead
If a partner has registered a lead with you, you can manually approve or reject it, to ensure your partner is focusing their energy on your priorities.
- Navigate to Leads & Deals > Lead Registration.
- Click on the lead you want to update, to open it for edit.
- Note the current status in the highlights bar at the top of the lead. An unreviewed lead will usually be at status Pending.
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Choose the required action from the drop down menu - Approve or Reject.
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