Displaying and Assigning Leads to a Third Party Representative

Use the following procedure to view leads that are not assigned to a third party representative, and assign one or more of those leads to the third party representative in context.

  1. Select Menu > Sales & Marketing > Third Party Representative > Search.
  2. Enter your search criteria in the Third Party Representative Query zone.
  3. Click Refresh.
  4. In the search results list, click the link for the third party representative you want to view. The selected third party representative opens in the Third Party Representative portal.
  5. The Initiative Lead Summary zone shows the initiatives that have leads assigned to the third party representative in context. Click the broadcast button on an initiative to view its unassigned leads.
  6. Scroll down to view the Unassigned Leads zone. This zone will display if there are active leads (for the broadcast initiative) that are not yet assigned to a third party representative.
  7. To assign one or more leads to the third party representative in context:
    1. Select the unassigned lead(s) from the results set.
    2. Press Assign to Third Party.
    3. Click OK.