Manage Actionable Email

If actionable email has been enabled, brand owners and channel companies can automatically notify a partner user when they assign that partner to a lead.

Their partner user or users receive an email notification about the lead if they haven't previously accepted the lead, and they can accept or reject the lead directly from the email notification.

Whether a partner user accepts or rejects the lead directly from the email notification or from the Lead pages, the lead is handled in the same manner. If you have implemented your own logic for how to process the accepted or rejected lead, it will execute as it would for other leads.

Channel managers can:

configure which partners receive the email notification about the lead.
add partner users to a lead sales team.
send email notifications to one or more partner users when a partner company or a partner contact is assigned to a lead.
assign leads in several ways:
- Manually - add a partner to a lead and the partner administrator is added to the lead sales team.
- Directly - add one or more partner users to the lead sales team. The partner users can be from different partner companies.
- Automatically - associate partner territories to the lead where each territory belongs to one partner.
- Automatically - assign one or more partner users to the lead sales team.

Note:

By default, actionable email is not enabled. This feature must be enabled before partners can accept or reject leads from email notifications.

Configure Lead Notification for Partner Users Only

Sales administrators and application implementation consultants can use these steps to configure lead notification for partner users only when the partner is assigned to a lead.

Sign in with your Sales Administrator or Application Implementation Consultant credentials.
From Navigator, click Setup and Maintenance.
Search for and select the following profile option: Use Default Lead Notification Process
Change the value for this profile option from No to Yes, and save the change.

Now, when channel managers assign a lead to a partner user, either manually or by rule based assignment, an email notification goes out to the specified partner user. However, if that partner user is part of a lead sales team, internal sales representatives who are also part of that lead sales team are not notified of the lead.

Configure Lead Notification for Partner Users and Sales Representatives

Sales administrators and application implementation consultants can use these steps to configure a lead notification to go out to both the partner and to any sales representatives who are also on the partner's sales lead team when that partner is assigned to a lead.

Sign in with your Sales Administrator or Application Implementation Consultant credentials.
From Navigator, click Setup and Maintenance.
Search for and select the task you use to determine who is notified during lead assignment.
Remove the "Partner Contact Equals Y" filter in the rule, and save the change.

Now, when channel managers assign a lead to a partner user, either manually or by rule based assignment, an email notification goes out to the specified partner user. If that partner user is part of a lead sales team, internal sales representatives who are also part of that lead sales team are also notified of the lead.

Configure Lead Notification for Sales Representatives Only

Sign in with your Sales Administrator or Application Implementation Consultant credentials.
From Navigator, click Setup and Maintenance.
Search for and select the task you use to determine who is notified during lead assignment.
Change the value for the filter "Partner Contact Equals Y" from "Y" to "N", and save your work.

Now, when channel managers assign a lead to a partner user, only the internal sales representatives who are also part of the partner user's lead sales team are notified of the lead.