The Partner Qualified Leads tool provides insights into the leads generated by your partners. This tool allows you to track, analyze, and manage the engagement and progress of leads through your sales pipeline.
How to Access the Partner Qualified Leads Tool
Navigate to the "Qualified Leads" section within your vendor account.
Here, you’ll be able to view a summary of all qualified leads generated by your partners.
Key Features and Metrics
Lead Overview:
You can access details about individual qualified leads generated by your partners, including:Partner Information: See the specific partner who qualified the lead and their organization details, such as the number of employees.
Contact Details: View the contact’s title, email, phone number, address, and the date they were last contacted.
Sales Activity: Track the latest sales activity associated with the contact, including social media interactions and any assigned users or salespeople managing the lead.
Pipeline Status:
The tool also shows the contact's status within your sales pipeline, indicating at which stage they are in the sales process.Temperature and Score:
Temperature: This represents the lead's engagement level over the last 30 days. Leads are categorized as:
Cold Lead: A score of 0, represented by a snowflake icon.
Warm Lead: A score of 1-4 within the past 30 days, indicated by a sunshine icon.
Hot Lead: A score of 5 or more within the last 30 days, marked by a fire icon.
This tool allows you to quickly assess the activity and engagement of qualified leads, enabling you to prioritize and follow up on the most promising opportunities.