video1.0<iframe src="https://www.loom.com/embed/822d9c574a9e4de59c11ec27b2f4b86e" frameborder="0" width="1062" height="796" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>7961062Loomhttps://www.loom.com7961062https://cdn.loom.com/sessions/thumbnails/822d9c574a9e4de59c11ec27b2f4b86e-00001.gif259HP Lead Assign provides the ability to strategically manage your partner based on how they are performing with the leads you provide to them. When you log in you see the dashboard. As stated previously, overall partner performance is presented in the dashboard. You can change the data range, export the data, or simply use as an overview of performance. Inspecting leads and their progress is an important role in HP Lead Assign. Accessing the “Leads” menu item from the menu will take you to the overall status of every lead your partner care working on. Every partner receives notifications of any leads that require progress updates. This happens weekly, delivered via email in the form of a partner to do list. In the leads screen you are looking for any leads that have no status updates. If a partner consistently is not providing feedback you will see the status “Accepted”. Overall, you want to see leads that have status, either in process, lost, or closed won. This indicates the partner has provided details to the lead pursuit. You can also use the note function within the lead details to collaborate or ask questions about pursuit on leads. This feature is very useful is communicating with the agent that is working the leads. To use this feature, select any lead you are interested in communicating with the partner. The action pane for the lead opens, and you can select the notes tab. The notes tab provides a running audit and conversation record since the first action was taken on the lead. Type any question that you would like the partner to answer and the will be notified there is a note waiting for them. If the partner responds, you will be sent a notification by email indicating a response has been provided. After Viewing, return to the HP PBM User Guide https://leadassign.com/hp-PBM-lead-assign-user-guide/