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Resellers

Publish your resellers/partners and forward leads to them

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website_crm_partner_assign · v19.0.1.2

What this solves

This module allows to publish your resellers/partners on your website and to forward incoming leads/opportunities to them.

Publish a partner

To publish a partner, set a Level in their contact form (in the Partner Assignment section) and click the Publish button.

Forward leads

Forwarding leads can be done for one or several leads at a time. The action is available in the Assigned Partner section of the lead/opportunity form view and in the Action menu of the list view.

The automatic assignment is figured from the weight of partner levels and the geolocalization. Partners get leads that are located around them.

Depends on

base_geolocalize crm account website_partner website_google_map portal partnership

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