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The Sales Manager Report can be filtered to see only pending deals from partners. Managers and organizations can use the Sales Manager Report to monitor the effort and successof agents working with partners.
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Partner Campaigns
Campaigns for partners can help you group partners for reporting and tracking performance. Some of the examples of ways partners could be grouped into campaigns include:
Partner Campaign: If you want to group your realtors, add them to a single campaign.
Type of Partner: Create partner campaigns into groups by profession such as real estate agents, attorneys, contractors, builders, and others.
Corporate Organization: Group individual partners into their corporate entities. If you were working with real estate agents, you could create campaigns with corporate entity groupings.
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inTouch Engagements
Use inTouch paths to automatically send updates to your referral partners. You can build on your relationships using custom communications with your partners. Use email and SMS to send updates to your partners.
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