Distributor Deal Registration & Lead Hub
Leads from your own shipment footprint, with analysis on the account and a simple workflow to review, work, or archive — inside the portal.
The cost of the status quo
Your best leads are often accounts you already ship to, sitting in a report nobody works. A second CRM login is where those lists go to die. Lead Hub keeps the territory list next to pricing, playbooks, and orders.
What partners get
- Territory leads sourced from recent ship-to activity.
- AI Engine analysis on the account alongside a simple review-and-work workflow.
- Admin tools to review and archive leads for the tenant.
- In-portal opportunity tracking — not a promise of Salesforce sync unless you add a connector later.
Who uses it
Field rep
Works a list that came from actual shipments, not a rented file.
Team lead
Sees what is being worked without exporting a spreadsheet.
Tenant admin
Archives noise and keeps the hub useful.
How it connects
Leads are derived from your operational footprint in the portal. A unified Salesforce or Dynamics connector is a separate strategic add-on, not implied by this module.
Governance
Lead Hub is feature-gated. Admins manage the queue; reps work what they are entitled to see.
Related capabilities
Enablement Hub
The kit that turns a listed distributor into a productive one — pricing, playbooks, tools, and launch materials.
Read moreAcceleratedSales playbooks
Product briefs, objection handling, and vertical messaging — the conversation on the plant floor, not the PDF nobody opened.
Read moreOptionalAI Engine
Optional intelligence across the portal: knowledge answers, customer Q&A from manuals and assets, lead support, and analytic suggestions.
Read more