Sending Notifications of Distributed Leads to Partners

There are three options for defining recipients of notifications sent when supplier distribute leads to their partners:

• Lead assignee specified by the supplier when creating the lead in Unifyr Admin
• User(s) or Sales Rep(s) specified by the partner in > Settings > Lead Management > Default Lead Notifications in the partner portal
• Additional Lead Notification Recipients set by the supplier in the partner account profile in Unifyr Admin

Notifications will be sent when a lead is distributed, based on this logic:

• No assignee set or partner/supplier settings configured - no notification sent
• Lead owner specified when creating the lead, no partner/supplier settings - lead assignee will receive notification
• Lead owner specified when creating the lead, and partner and/or supplier settings configured - lead assignee will receive notification
• Only partner settings configured - partner's defined users will receive notification
• Only supplier recipient settings configured - supplier's defined users will receive notification

The lead's assignee will ALWAYS receive the notification if you specified it when creating the lead and if not, notification will fallback to the partner's default recipients or the supplier's additional recipients, depending on which is set.