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How can I share a lead's information with an Account?

danielle griffin

We are a manufacturer that only sells to third-party authorized dealers. We still do our own marketing and collect leads on behalf of our dealers. We normally forward the contact information of a lead to the appropriate dealer. Now that we are using SugarSell, I am having a hard time sending the dealers the lead's contact information. Dealers do not have a Sugar account. When I go to the leads contact card and select "Share" it only sends a link that requests a username and password. Is there another way?

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    Hello,

    I like the ideas that were proposed here: scheduled report and especially the portal. 

    If I may add, the simplest might be an email that you build with SugarBPM.

    1. Create a relationship between the lead and your dealer contact ("assigned dealer")
    2. Add 2 lead statuses "send to dealer" and "Sent to dealer"
    3. Prepare a process email template (target module = lead) that shows all the info your dealer needs
    4. Create a workflow that sends the email to the related dealer: on create or all updates, status = "send to dealer".
    5. Throw in an action that bumps the status to "sent to dealer"

    And you're good :)

    Hope this helps,

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

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  • 0

    Hello,

    I like the ideas that were proposed here: scheduled report and especially the portal. 

    If I may add, the simplest might be an email that you build with SugarBPM.

    1. Create a relationship between the lead and your dealer contact ("assigned dealer")
    2. Add 2 lead statuses "send to dealer" and "Sent to dealer"
    3. Prepare a process email template (target module = lead) that shows all the info your dealer needs
    4. Create a workflow that sends the email to the related dealer: on create or all updates, status = "send to dealer".
    5. Throw in an action that bumps the status to "sent to dealer"

    And you're good :)

    Hope this helps,

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

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