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Documentation
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Yes. See the public_website_integration section for the requirements.
There are two potential ways to accomplish this:
In the first approach, we ask “which partner location's defined territory includes this customer?”. In the second case, we ask “which partner locations are physically closest to this customer?” and route the lead accordingly.
Yes. The application sends an email notification when you are internally assigned a lead. Additionally, you can configure the system to CC you on lead notifications that are sent out to your associated partners.
Your system administrator controls which partners are “yours” via your “scope”.
Leads may be assigned in 2 ways - either individually or via bulk assignment. For individual lead assignment, click on the lead ID, select the forwarding options at the top.
For bulk assignment, check off the leads on the list screen then use the forwarding tools at the bottom of that list page.
There are three ways to get leads into the system.
Custom fields would show in the Notes section.
That data would not be included in the record.
Yes, it is assigned to the inputting user in that case.
Yes - this action is available from the main lead list page. You would check off the leads you wished to qualify and select 'qualify' using the action drop down at the bottom.
The sales count is independent of the other columns, and the leads that resulted in sales are already counted in one of the other columns.
The Campaign Budget is divided by the total lead count for a CPL. This is value is then applied to Good and Sales counts of the campaign
Yes. You can check actions taken upon a lead via the lead history log on the detail screen. To access this screen, you would click on the lead ID on the lead list. The history is shown on the right of the detail screen.
Throughout the application there are explicit 'edit' links for the viewers use. Also, when a user performs a mouseover of an item and it is highlighted in yellow, this denotes that the field is editable/clickable.
Lead actions only apply to currently visible and selected leads.
This data would be found on the Detail screen of the Lead.