Content Comparison

User Preferences: Default Customer Type Partner

In the User Preferences section, setting the Default Customer Type to Partner will automatically set the Universal Search to Partner results. Also, when you select a partner from the Default Customer Type, it will auto-select the Partner Search.

Add a New Partner Section

Use the new Add New Partner section to Create a Partner in the Web application to associate your referral partner leads.

inFlow: Grouping Leads in the Pipeline Panel for Partner Leads

This enhancement will allow you to group the leads in a section within the pipeline by a specific column. You could group leads by Campaign, State, Last Activity, and more. You can use the Save option to keep this grouping going forward. See more in Viewing Leads Associated with a Referral Partner (Web Application)

Partner Sync to Encompass

If the Encompass Partner contact fields are in the Encompass Reporting database, then Insellerate can bring the field-level data into the application for that client. Contact your Customer Success Manager to update your Encompass mapping.

Note: This will not create a new partner in Insellerate. It just adds it to the individual client application.

Partner Registration Grid

Column names updated to reflect Partner Fields:

Partner inFlow Sections

New columns are displayed by default in the Partner Customer Type in inFlow.

Status Sections

• Partner Company Legal Name

• Partner Company Org Name

• Partner Branch Name

• Partner Name

• Partner Title

• Phone

• State

• Owner

• Last Activity

• Last Activity Date

• Last Action

• Last Action Date

• Partner Persona

• Last Called

Open Leads

• Partner Company Legal Name

  • Partner Company Org Name

  • Partner Name

  • Last Activity

  • Last Activity Date

  • Phone

  • Owner

  • Last Called

Alerts

• Partner Company Legal Name

• Partner Company Org Name

• Partner Branch Name

• Partner Name

• Last Activity

• Last Activity Date

• Phone

• Owner

• Last Called

• Number of Calls