Third Party Representatives Portal
The Third Party Representative portal is used to maintain third party representatives. This portal contains the following zones:
• Third Party Representative: Defines the basic information about the third party representative.
• Initiative Lead Summary: Displays a summary of initiatives that have leads assigned for the third party representative. Clicking the broadcast icon from the summary table in this zone displays the following additional zones:
◦ Initiative Leads: Displays leads for the broadcasted initiative and third party representative.
◦ Unassigned Leads: Displays unassigned leads for the broadcasted initiative that are not yet assigned to a third party representative.
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