Leads Portal

Note:
This feature is available in Aprimo Marketing Studio 9.1 only.
In the Leads Portal, you can review and update your assigned leads. You can perform these actions:
  • View or edit the lead's contact information and other details.
  • View or edit the lead's assigned territory, distribution group, and sales representative assigned.
  • View the product for which the lead is being targeted.
  • View or edit the information about the company with which the lead is associated.
  • View the lead's activity history, product history, contact history, and response history.
  • View the lead's notes and attachments.
  • Submit lead forms about a lead.
  • Accept or reject a newly assigned lead.
  • Reassign a lead to a different sales representative.