To begin using Reach for lead distribution across multiple reseller accounts, you’ll need to connect your parent company with one or more child companies. Follow the steps below to set it up:
Step 1: Create Multiple Companies
First, make sure your account has at least one parent company and one or more child companies.
- The parent company controls lead distribution and reporting.
- The child companies are the reseller accounts where leads will be offered to salespeople.
Step 2: Get the Child Company Email Endpoint
- Switch to the child company.
- In the top left you will see your company name
- Click the
to view other companies available to you. - Select the child company you would like to add.
- In the left sidebar, go to Configuration>Integrations.
- Copy the Email Endpoint provided—this acts as the connection point between the parent and child company.
Step 3: Add the Child Endpoint to the Parent Company
- Switch back to the parent company.
- In the left sidebar, go to Roster>Users.
- Create a new user.
- When asked for an email address, paste the child company’s Email Endpoint instead of a regular email.
This tells the system to send leads from the parent company directly into the child company’s routing engine.
Step 4: Allow the Parent Company to send leads to the Child Company
- Switch back to the child company.
- In the left sidebar, go to configuration>Reach.
- Set the toggle labelled Allow these companies to send leads to your agents. to yes
That’s it!
Once set up, the parent company can distribute leads to connected child companies. The child company’s own rules (tags, availability, schedule, etc.) determine which of its salespeople can claim the lead, while the parent retains full visibility and reporting.