How do I know if someone has requested a Snapshot Report via the Acquisition Widget? Do I get some kind of email notification? Is there a page I can go to see a summary of leads generated by the widget? Is there a way of seeing new leads on the platform?
When a prospect requests a Snapshot Report through the acquisition widget, the Salesperson assigned to the widget will receive a hot lead notification. The system will also, simultaneously assign the account to the Salesperson.
You can view this information in the Sales tab of Partner Center > Prospect > Hot leads generated.
- In this screenshot, the Last Activity column shows how the account was created - via the Acquisition Widget.
- Under the Salesperson column, it will show the Salesperson assigned to that account.