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.