Channel Partner Management
5 min readIntermediate
Broker Lead Distribution Rules & Dispute Prevention
Clear guidelines and automated system rules for resolving first-claim, walk-in, and tag-along broker lead conflicts.
Key Executive Takeaways
- ✓Require OTP verification on customer mobile during site visit check-in to confirm CP accompanying.
- ✓Timestamp lead creation down to the second in the central CRM database.
- ✓Set automated CP tag expiration if the broker fails to arrange a site visit within 45 days.
1. Standard CP Operating Guidelines
Define clear policies for 3 scenarios: 1. CP registered online before site visit, 2. CP accompanied client directly to site, 3. Client visited independently but claimed CP referral later.
Frequently Asked Questions
Can brokers see other brokers' leads in the portal?
No. Role-based data security ensures brokers can only see their own registered leads, active bookings, and payout records.
Channel Partner Operating System
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