Content Comparison

...

The user can create a campaign as an External Contact type for lead generation based on the selected marketing channel, lead vendor, import template, and distribution. This can be used to create a new external contact application.

Image Modified

External Contact Type Campaign Map to External Contact Registration

Selecting the saved External Contact campaign from the Campaign dropdown menu, the user can create a new application which is directly associated with External Contact type campaign(s).

Image Modified

Application Filter by External Contact

...

• If the Campaign and Assign To are valid, then create the application associated to the External Partner.

  • For Campaign association, we can use CampaignId and for User Assignment we can use AssigntoEmail.

• If the external partner is already linked to an application, then we would need to define whether that Application gets reassigned.

  • If the AssigntoEmail is NULL, do not reassign.

  • If the AssigntoEmail is NOT NULL, then reassign the application to the new user.

  • If an Application is not linked to the External partner, then create a new application linked to the external partner if the AssigntoEmail and CampaignId fields are provided

• Referral Partner Report