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.