IT admins capture alianza partnership leads into tracker
IT admins capture alianza partnership leads into tracker
IT admins lose alianza partnership leads when status changes aren't recorded, causing missed follow-ups. It logs alianza leads to a master tracker on status change, giving reps appointment lists.
Overview
IT admins know missing alianza-tagged updates breaks partner workflows and costs follow-ups. This workflow guarantees every alianza lead is recorded to a master tracker when status changes, eliminating missed handoffs and giving sales reps current appointment lists.
Notable Features
- Log alianza leads on status change
- Format appointment dates on entry
- Notify sales reps of new leads