Leads

After a lead is accepted, partners can convert the lead to an opportunity. Track the deal progress, collaborate on the sales cycles with the partner and share additional deal information on the res...

A default workflow is included for the Lead object that includes actions for partners to Accept/Decline, trigger automatic Expiration if the partner does not respond on time, and the action to conv...

Create and Edit Leads Lead object is configured with standard fields that the partner can use to gather more intelligence on the lead, and inform the partner's decision to accept or decline the lea...

When new leads are shared with you, the Leads Card on your WorkSpan homepage notifies you if any leads are in Pending stage.  From here, click into View All to access all your leads.

On the Leads page accessed from the main menu: Use the Create Lead action to submit a new lead. Select the Lead Template to start the creation. View and search for your leads in a Card View or a T...

Leads can be accessed from the Joint Sales sub-menu on the WorkSpan menu. You can also access leads from within a Sales Plan, when the leads are shared with a partner on specific Sales Plans.   V...

Leverage your channel and reseller partners to expand your sales and accelerate your revenues. Share leads generated from your marketing activities and outreach for your partners to accept and qual...