Business owners: forward new leads to external buyers
Business owners: forward new leads to external buyers
Business owners manually forwarding leads create partner delays that halt billing and fulfillment. It standardizes leads and forwards them to your external buyer so partners can bill and fulfill.
Overview
Manual lead handoffs create partner delays that block billing and fulfillment. This workflow standardizes and forwards each new customer lead to your external buyer so partners receive usable contact records and begin processing without hold-ups, protecting revenue capture and simplifying reconciliation.
Notable Features
- Standardize lead fields before sending
- Send leads to external buyer
- Log delivery and reconciliation status