Partner Lead Management module
Smart Lead Distribution Management
Distribute and manage leads efficiently using configurable rules, CRM sync, and timed follow-ups.
- Auto-assign leads using defined logic
- Pullback and reassign inactive leads
- Sync data with existing CRM systems
Manage Sales Accounts Efficiently
Automate the full lead journey from generation to closure, boosting partner productivity and engagement.
- Batch upload and update leads
- Apply global lead-scoring rules
- Track activities and lead conversions
Streamlined Opportunity & Deal Tracking
Track lead engagement, manage deals, and automate approvals for improved conversion and visibility.
- Auto-capture lead campaign history
- Sync deals with internal CRM
- Monitor approvals with real-time reporting
