What are Cross Sell Partners on Leads screen?

What are Cross Sell Partners on Leads screen?

What are Cross Sell Partners on Leads screen?

Using Cross Sell Partners

Feature:

Refer clients to service providers for additional services like mortgage, maintenance, or insurance.

Steps to Add Partner:

  1. Add New Partner:

    • Go to Company -> Cross Sell Setting and enter partner details.

  2. Send Leads:

    • From the Lead screen, select Cross Sell Partners and send lead information to the partner.

Why This Matters:

Cross-selling enhances client value by providing additional services and can generate additional revenue streams for the business.

Tags:

Lead Management, Cross Sell, Partner Services, Client Value, Additional Revenue


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