The Reach feature extends lead distribution across multiple partner and reseller accounts, giving parent companies greater flexibility and control when routing incoming leads. Instead of being limited to a single reseller’s network, Reach allows leads to flow across child accounts to ensure the fastest and most qualified response.
Why Reach Matters
In large sales networks, managing lead distribution can be challenging. Parent companies often work with multiple resellers, each with their own set of salespeople. Without a unifying system, it’s easy for leads to stall, bounce, or get lost between accounts.
Reach solves this by expanding lead eligibility beyond a single account. A parent company can pass a lead to multiple reseller accounts while still maintaining:
- Accurate Reporting – Track which account and which salesperson ultimately handled the lead.
- Exclusivity – Ensure only one salesperson accepts and works the lead, even if it was offered across multiple accounts.
- Fair Distribution – Use the same rules (tags, availability, schedules, and more) across the extended network.
How It Works
- Incoming Lead
A new lead enters the parent company’s system. - Extended Offer
Reach expands the lead’s eligibility to salespeople across connected reseller accounts. - First Qualified Response
The first available, qualified salesperson to accept the lead secures it—preserving exclusivity while reducing response time. - Reporting & Control
Parent companies maintain a full audit trail, ensuring visibility into which reseller and which salesperson ultimately engaged with the lead.
Key Benefits
- Faster Response Times
By offering leads across a broader pool of salespeople, the chances of connecting with someone available right away increase significantly. - Improved Coverage
Resellers in different regions, time zones, or specialties can all be reached through a single distribution flow. - Centralized Oversight
Parent companies keep control of routing rules, eligibility factors, and reporting, even when leads are distributed to multiple resellers.
Example Use Case
A parent company works with five regional reseller accounts. Without Reach, each lead would be limited to the reseller the parent manually assigns. With Reach, the parent can set routing rules that make the lead eligible across all five reseller accounts. Whoever is best positioned to respond—based on tags, availability, location, or schedule—can claim the lead. The parent company maintains visibility into the outcome while ensuring leads never fall through the cracks.