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How to Sync Lead Data

Overview
 

Suppliers generate, nurture, and qualify leads through a host of marketing and sales tactics. The objective of Zift Solutions Lead Management is to automate the process of capturing leads from PRM and CRM and then distribute those leads to partner sales organizations.

When using PRM and CRM new lead data is processed as soon as possible. Once the lead is no longer considered new, data is synced every two hours.

However, you can sync Eloqua PRM data more frequently for individual leads.

How to Sync Eloqua Lead Data

  1. From All Leads, select All Leads.
  2. Select the lead to sync.
  3. On the lead detail page, select Sync Lead Data.
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