Lead Sharing
Agreeing on attendee data permissions
Set attendee data permissions before registration: collection, partner access, event use, later marketing and post-event exports.
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Lead Sharing
Lead Sharing
Agreeing on what qualifies as a shared lead
Agree a shared-lead definition with clear eligibility, exclusions, submission evidence and acceptance decisions.
Lead Sharing
Assigning ownership when both partners know the prospect
Choose one next contact when both partners know a prospect by checking the request, active conversations and permitted sharing.
Lead Sharing
Capturing permission before passing contact details
Explain a partner introduction, record the person’s choice and check privacy and messaging requirements before details move.
Lead Sharing
Defining partner-sourced and partner-influenced opportunities
Set auditable rules for partner-sourced and partner-influenced B2B opportunities without inflating the pipeline count.
Lead Sharing
Measuring enquiries tied to an integration use case
A joint launch may produce listing views, partner referrals, enquiries and actual integration use. These are different events. Define one qualified enquiry before …
Lead Sharing
Partner lead sharing and routing
Set up a partner lead handoff with an agreed lead definition, a checked transfer and one owner for the next action.
Lead Sharing
Reconciling expenses after a joint campaign
Match approvals, invoices, payments and partner shares after a joint campaign, then resolve credits, missing charges and reimbursements.
Lead Sharing
Resolving disputes about partner opportunity credit
Review partner opportunity credit disputes against the agreed rule, dated evidence and a recorded decision.