Route leads to partners
Sometimes the lead flows the other way: instead of a partner referring business to you, you have a lead that the right partner should run with. Partner lead requests let you hand an opportunity to one or more partners and track what happens, so a warm handoff doesn’t disappear into someone’s inbox.
Two ways an opportunity reaches a partner
- You route it. When a lead comes in that a partner is best placed to handle, you assign it to them with a note on why, and they pick it up in their portal.
- A visitor asks for them. From your partner directory, a visitor can request the partners they want to work with, and that request becomes an opportunity routed to those partners.
Either way, the partner gets a clear, trackable opportunity rather than a forwarded email.
What the partner does with it
A partner sees the opportunities assigned to them in their portal and works each one through:
- Accept or decline. They take it on, or pass with a reason, so you always know where it stands.
- Make progress. Accepted opportunities move through your pipeline, and the partner can record the deal value and notes as it develops.
You see the status of every assignment in one place, so you know which partners picked up, which passed, and how the live ones are going.
You stay in control of how it works
You decide how routing behaves for your program: how long a partner has to respond before an assignment expires, the reasons a partner can give when declining, the use-case categories you organize requests by, and whether directory visitors can request partners at all.
Lead routing is enabled per account. If you’d like to use it, or you don’t see it in your account, contact your account manager.
Set it up
The full walkthrough, covering creating and assigning a request, the settings that shape it, and what partners do with their opportunities, lives in your Lasso account.