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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Partner search portlet for leads
Problem: We need a way for one of our partners (not currently set up in netsuite) to check if their new leads in our area are already one of our customers or prospects. We don't want to expose our whole list of companies but would like to verify based on the information they have.
Perhaps if the partner could search by company name, email, phone number or web-domain and be notified if they are or are not in our system.
If they are in our database they will send us some additional lead information about traffic on their website or inquiry, otherwise they will engage the company or send to another partner.
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