Industry Category |
批發買賣業
|
Related Category | Other |
Must-have apps | Invoicing Partners Geolocation CRM Customer Portal Google Maps Website Partner |
License | LGPL-3 |
Other version | |
Function description | Publish your resellers/partners and forward leads to them |
This module allows to publish your resellers/partners on your website and to forward incoming leads/opportunities to them.
Publish a partner
To publish a partner, set a Level in their contact form (in the Partner Assignment section) and click the Publish button.
Forward leads
Forwarding leads can be done for one or several leads at a time. The action is available in the Assigned Partner section of the lead/opportunity form view and in the Action menu of the list view.
The automatic assignment is figured from the weight of partner levels and the geolocalization. Partners get leads that are located around them.