How to Assign a Lead to a Sales Rep


Partners generate, nurture, and qualify leads through marketing and sales activities. Zift123 enables visibility and tracking across the lead lifecycle. Qualified leads are a valuable resource that often ends in the sale of a product. Users of Zift123 will work with either marketing-generated or distributed leads from suppliers. What's the difference?

A marketing-generated lead is a lead generated by the marketing efforts of the partner. Distributed leads are generated by the supplier or CRM.

Zift partners create marketing activities such as emails, web plugins, or print media that are sent to a list of contacts. When a contact interacts with these activities, either by clicking a link or viewing the article, Zift123 assigns a lead score. The lead score shows the leads that respond to marketing efforts the most. Once a contact reaches the lead score threshold, we refer to them as a lead.

After launching the campaign, you can use the features of Zift123 to manage marketing-generated leads through the qualification, sales, and closing phases of the sales pipeline. You can assign 

You can assign a Marketing lead to a Sales Rep in either the All Leads or Contact views. The Sales Rep will then be responsible for following up with the lead and moving it through the sales pipeline.


You should be familiar with the following topics before continuing:

How to Assign a Lead via Contacts

  1. From Contactsselect a contact.
  2. From Leads for this Contact, select the campaign with the lead. 
  3. From the lead detail, select Assign.
  4. Choose a sales rep from the drop-down menu.
  5. Select Assign.

How to Assign a Lead via the Lead View

  1. From Contactsselect a Registered or Distributed Leads.
  2. Select a Lead from the list.
  3. From the Lead Detail, select Assign.
  4. Select Save. 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
© 2023 Zift Solutions, Inc.
Powered by Zendesk