Set up Partner Portal for Lead Management

Unifyr Support
Unifyr Support
  • Updated

These preconfigured Feature Pages provide the tools for partners to manage and engage with lead information:

  • Distributed Leads - partners can view, accept, reject, and assign, and update status of, leads you've distributed to them
  • Registered Leads - partners can view and manage the leads they've registered with you, and register new ones
  • All Leads - partners can view all the leads that are currently assigned to them

Add any of these Feature Pages to your site configuration, or use the Leads Feature Bundle to provide them all to your partners. For more information, see Adding Feature Bundles/Pages to a Partner Portal.

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