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Create partner match records for new channel leads

Create partner match records for new channel leads

Your new lead rows don't include partner matches, forcing manual lookups and uneven partner distribution. It creates prioritized match records and updates lead status so partners can respond same day.

Create partner match records for new channel leads

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Overview

Stop manual partner lookups that stall outreach—this flow finds and logs the best partner candidates automatically so channel partner managers can begin outreach the same day. It also updates partner timestamps to balance rotation and reduce admin overhead.

Create partner match records for new channel leads