Lead Management — Product Tour

Full walkthrough

1. This is the Prospects list — the landing screen of the Prospects application. Every prospect captured by your team or your partners lands here before it is qualified and converted.
2. Columns include Company, Name, Title, Country, Status, Campaign Status (A–D engagement grades), Lead Score and Created On, so you can triage the pipeline at a glance.
3. The toolbar carries every list-level action: Add, Delete, Export, Import, Send Email and Create View. Row selection drives the bulk actions.
4. Control how many records load per page — 10, 25, 50 or 100 — to balance scanning speed against context.
5. Search by company, contact or title, apply a saved search, or clear everything to return to the full list. Always check here first to keep duplicates out of the pipeline.
6. The Filter panel offers a Basic mode (per-column operators) and an Advance mode where you stack multiple field/operator/value rows — and you can save the filter for reuse.
7. Export opens the Export Columns List — press Next and we'll open it for you.
8. Pick the columns, choose Selected or All records, set the range (up to 1,000), select CSV or XLSX, and optionally save the configuration for future exports.
9. Select one or more prospects, then Send Email — the prospects are pushed into a mailing list for the email application.
10. Now let's create a record. Press Next and the Add Prospect form will open.
11. Prospect Information identifies the person: First Name, Last Name and Email are the identity fields, while Source, Status, Lead Score, Survey Sent and Favorite drive routing and reporting.
12. Company Information links the prospect to an organization. Company Name is mandatory — it is used for de-duplication and account matching. Industry, Employees and Revenue qualify the opportunity size.
13. Competitor Description captures who you are up against, plus their strengths and weaknesses — useful context for the partner who works the lead.
14. The Primary Address powers territory assignment and partner-locator matching. Country is the key field here.
15. Company Address is kept separate from the contact's primary address, so headquarters and site locations can differ.
16. Additional Information holds free-form context — meeting notes, qualification detail, anything the next owner needs.
17. Save creates the prospect record — press Next and we'll save it for you.
18. The prospect is created. This is the 360° record — every section from the form is shown read-only, grouped into collapsible sections.
19. My Community is the collaboration thread on the record — sales and partner teams discuss the deal in place instead of over email.
20. Lead Score History shows every scoring event: which campaign and rule fired, the points awarded, and when.
21. Campaign History lists every campaign touch and the resulting engagement grade — the source of the Campaign Status column on the list.
22. Lead Status History is the audit trail of status changes — who moved the prospect, to what, and when.
23. Tasks keep follow-up on the record: name, status, start and due dates, priority and owner.
24. Notes capture qualification detail and attachments, stamped with author and date.
25. Assignment History records every hand-off — to which user or group, at what access level, by whom.
26. The action row carries record-level actions: Edit, Delete, Clone, Send Mail, Assign To, Duplicate Search, Convert, plus AI enrichment from ZoomInfo.
27. Convert turns a qualified prospect into a Contact — either creating a new Account or attaching it to an existing one.
28. Duplicate Search checks the company name and email against existing Prospects and Contacts before the record moves further down the pipeline.
29. Assign To hands the prospect to a user or a group with Read-Only or Read/Write access — the assignment lands in Assignment History.
30. Star the record to mark it a favorite — favorites float to the top of the Prospects list for quick access.
31. Finally, Import bulk-creates prospects from a CSV or XLSX upload — the fastest way to load event and campaign lists. That completes the Prospects flow.

Questions about this tour

How does lead management work in ZINFI?

In ZINFI Unified Partner Management, a lead enters the Prospects application either by hand, through a bulk import, or from a partner marketing campaign. Each prospect carries contact, company and source details, and the list view supports keyword search, saved filters, export and email. When the prospect is ready to progress, it converts into an account and an opportunity, and a duplicate search runs so the same company is not tracked twice.

Can leads be assigned to specific partners or sales users?

Yes. A prospect record has an Assign To control that hands ownership to an internal user or a channel partner, and assignment can be changed at any point in the record's life. Bulk import can set ownership as records land, so a purchased or event list arrives already distributed.

Does ZINFI check for duplicate leads?

Yes. The Prospects application runs a duplicate search against existing prospect, contact and account records, showing matches before a new record is committed so the same company or person is not entered twice.

How long does the ZINFI Lead Management tour take?

About 10 minutes at a normal pace — 31 guided steps through the Lead Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Sell pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Lead Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.