Work on your sales portal leads page is nearly complete, and our pilot testing of the leads program has launched. When launched company wide, you will be able to find your architect leads from the AIA webinars on your portal page upon completion of your partner login.
You will be able to manage these leads in several ways – assign them to someone on your team for follow up, export them to a CSV file for management in your CRM, or you can simply store them on your portal page and indicate their status with a drop-down menu and notes box.
We will let you know when the leads program is active on all portal pages, and we’ll be providing a step-by-step guide on how to use it to manage your information.
