How do I Add Leads in Distributors?

Updated on July 27, 2017 06:09AM by Admin

Imagine, you have a prospect for your product. Depending on the location of the prospect, you can choose your distributor who is in proximity of the lead. Apptivo Leads App allows you to add the leads to the distributors.
Remember, you can add the existing leads to the new distributors for that specific region or add a new lead to the existing distributor.

Let's go through the steps carefully to understand how to add leads in Distributors App.

Steps to Add Leads in Distributors

  1. Log in and access Distributors App from your universal navigation menu bar.
  2. Click on “By Directory” and select “All” from the left navigation panel.

    by directory - All
  3. Select a distributor you would like to modify. 
  4. You can view "Leads" section in Distributor Overview page as shown in the image below: 
    Leads Add
  5. Click on “Add” button to add leads.
  6. You can view "Add Leads" popup as shown in the image below:.
  7. Search and select leads to add. Click on “Add” button to complete.

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