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Lead Distribution Notification

Overview

 

 

Zift123 automatically sends notifications to the partner default owner or sales rep. The notifications can be customized by your administrator. 

Lead Notification

The Lead Notification email is a versatile email design that can be customized to meet several needs. It can be a lead notification email, lead update request email, opportunity update request or a process complete email. These emails are triggered for distribution in the following ways:

  • When the resend notification button is pressed in Lead Details > Marcom.
  • When a new lead is distributed to a partner through lead creation in Ziftmarcom.
  • When a new lead is distributed to the partner via a PRM/CRM.
  • When a lead has an opportunity registered for it.
  • When a lead is created from an activity.

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Lead Rejection Notification

The lead rejection notification gives the supplier a chance to investigate why a lead was rejected. Rejection may be the result of insufficient information on the lead to pursue it further. These notifications are sent when a lead is rejected by the partner. Contact support@ziftsolutions.com if this feature is not turned on. 

 

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