About Lead Registration

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 to your partners. 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.

When enabling lead registration for your partners, you have the option to 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 this setting, please contact your Unifyr point of contact.

Intended Audience 

Channel Sales Leader 

Related Topics

• Adding Feature Bundles/Pages to a Partner Portal