Platform
Leads routed by ownership and registration rules
Structured lead records can be reviewed and assigned to authorized owners under Oqitor's operating workflow.
Module role
What this controls
Unmanaged lead flow creates duplicate work, unclear ownership, and pipeline records that cannot be trusted.
Campaign and import intake
Capability
Leads arrive through structured campaigns and validated bulk imports, not pasted spreadsheets.
Review before routing
Capability
Review tools help operations assess record quality and possible duplicates before assignment.
Ownership rules at entry
Capability
Existing ownership and registration evidence can inform assignment and conflict review.
How it works
The workflow
- 01
Leads land from a campaign or import batch.
- 02
Operations reviews record quality and possible duplicates.
- 03
Approved records can be assigned and converted into opportunities under the applicable workflow.
Related
Works together with
Account ownership
Connected module
Ownership fields and dated registration records give partners and Oqitor operations a shared record for reviewing account and opportunity questions..
Partner CRM
Connected module
Accounts, contacts, and locations live next to your deals.
Deal registration
Connected module
Register once and keep the partner, account, and opportunity context connected through quote requests, ordering, and commission administration..
Start with one registered deal.
Apply, create your partner account, and run the first registered opportunity through one operating system.