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How to Assign a Distributed Lead to a Sales Rep

Overview

 

 

A distributed lead is created or provided by the supplier and distributed to the partner through Zift123. A distributed lead comes into Zift123 with a lead score of 50, which is the typical lead score threshold for a lead. 

Partners nurture and qualify leads through marketing and sales activities. Zift123 enables visibility and tracking across the lead lifecycle. Qualified leads are a valuable resource that often end in the sale of a product or service.

After launching the campaign, you can use the features of Zift123 to manage marketing-generated leads through the qualification, sales, and closing phases of the sales pipeline. 

In this article, learn how to assign a lead to a sales rep. The sales rep will then be responsible for following up with the lead and moving it through the sales pipeline.

Prerequisites

You should be familiar with the following topics before continuing:

How to Assign a Distributed Lead to a Sales Rep

  1. From Contacts > Distributed Leadsselect a contact.
  2. Select Assign.
  3. Choose a sales rep from the drop down menu.

 

 

 

Back to Top

Continue Getting Started Managing Marketing Leads
  1. Understand the Difference between a Lead and Contact
  2. Where to Find your Leads
  3. Understand Lead Scoring
  4. Accept or Reject Your Leads
  5. Assign a Lead to a Sales Rep
  6. Change the Status of Leads
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