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How to Associate a Lead with an Order as an Agency

This feature is not available in all solutions. For more information, contact your supplier point of contact.

Overview

 

 

To process partner orders as an agency, you must be logged into Zift123 with an agency account. The orders menu will be empty if partners have not submitted orders to your agency.

Partners submit orders to agencies for marketing services in Zift123. These orders are visible on the Manage Orders page. This is the default page for agency users upon logging in.

Agencies offer marketing services in response to partner requests. These services are available in two formats:

  • Open-ended is when the partner makes a specific request/order and the agency provides a quote for the services requested. In this instance, there is discussion between the partner and agency as to the services provided and their costs. 
  • Flat fee, where the agency has a specific service they are offering for a specific price.

In response to partner requests for services, the agency will provide a detailed quote about services offered, associated costs, quote expiration date, and project completion date. The agency can use the order to communicate with the partner about the services provided as the project progresses. 

You can associate leads in bulk or individually using the buttons in the upper right. 

Prerequisites 

You should be familiar with the following topics before continuing:

How to Associate Leads in Bulk to an Order 

Partners may request agencies to associate leads with an order. The partner might have a spreadsheet of contacts they want added or perhaps the agency hosted an event that generated leads. Regardless of the source, leads can be associated with an order either via a CSV file or individually.

  1. From Orders, select the activity to which you want to add leads.
  2. Select View Order.
  3. Select Upload Leads.
  4. Browse and select a file to import.
  5. Select Import.
  6. Map the fields as prompted.
  7. Select Import.
  8. Select Leads to review the uploaded leads. 
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How to Associate a Single Lead with an Order 

Partners may request agencies to associate leads with an order. The partner might have a spreadsheet of contacts they want added, or perhaps the agency hosted an event that generated leads. Regardless of the source, leads can be associated with an order either via a CSV file or individually.

  1. From Orders, select the activity to which you want to add leads.
  2. Select View Order.
  3. Select Leads.
  4.  Complete the lead information. An email address or phone number is required.
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