Offer CRM leads to resellers

When a lead comes in from an area a reseller covers, offer it to that reseller. Rules say which resellers cover which territory and in what order. The first one has a few hours to accept; if it declines or does not answer, the next one gets the lead, and if nobody takes it, it comes back to you.

Before you start

• The CRM app must be switched on. Leads are CRM deals in the Lead stage (see manage deals in the pipeline).
• You need the Resellers: manage resellers, orders and leads right, and at least one reseller.
• Resellers answer in their portal view, so their people need Portal access.

Steps

Make the rules

1. Open Resellers → Lead distribution and select Add a rule.
2. In Territory, type a city or a region, or * for any other territory.
3. Optional: in Hours to accept (empty = the settings'), type the hours for this rule.
4. Choose Reseller 1, then Reseller 2 and so on, in the order they should be offered the lead (up to five).
5. Optional: give the rule a Name, and select Save.

Offer leads

1. Under Leads not offered yet, find the lead. Type its Territory and select Offer.
2. To check every waiting lead at once, select Check now. With Offer new leads to resellers by themselves ticked in Settings → Reseller settings, this happens every 10 minutes.
3. Follow each lead under Offered leads: Waiting for its answer (with the deadline), Accepted, or Back with you.
4. For a lead Back with you, type a territory and select Offer again, or select Handled once you have dealt with it yourself. Pipeline opens the deal in the CRM.

Good to know

• Territory. Offering by itself takes the territory from the customer's Trade account. CRM deals have no territory of their own, so other leads wait until you type one.
• Every step is noted on the deal in the CRM: offered to whom, accepted, or back with you.
• An accepted lead's customer becomes the reseller's sub-customer, so its later sales count for the reseller's commission.
• Leads back with you appear on Today.
• Only a deal in the Lead stage can be offered. A lead already offered cannot be offered again until it is back with you.
• A territory can have one rule. The * rule catches every territory without its own rule.