Use case
Assign a lead to another company — they work it in their own Qivity
Distributors, dealers, referral partners and sister companies should not need a shared inbox to take a lead. Two Qivity organisations become partners only after both accept the terms. Then you assign the record to the other organisation on the same CRM. They see what you handed over and work it as their own. You keep the link. They never see the rest of your pipeline.
The problem
What breaks without it
The handoff is an email with a spreadsheet
By the time the partner imports it, the number is stale and nobody owns the next call.
A shared login is not a partnership
Giving a dealer access to your org exposes accounts they should not see. Cross-company assign keeps two organisations, two permissions, one lead.
You lose the thread after you pass it on
The assignment stays on the record. You can see that it left, who received it, and what happened next — without sitting in their CRM.
How Qivity CRM handles it
CRM for channel partners, in the product
Both organisations accept first
A partnership is live only after both companies accept the terms. Until then, nobody can send a lead across.
Assign to another Qivity organisation
Pick the partner company and hand the lead over. They work it in their own org, with their own users and their own mailbox.
Selected records only
You choose what crosses the boundary. The rest of your pipeline, catalog and commissions stay where they are.
Still one customer story
The assignment is on the timeline. You are not starting from a forwarded WhatsApp when the partner asks a question.
Same product, both sides
No partner portal bolted on. Both companies run Qivity. Business includes the collaboration.
Questions people actually ask
Can we assign a lead to a company that is not on Qivity?
The other organisation needs a Qivity workspace. That is how permissions stay clean: two companies, two logins, one assigned record — not a shared password.
Does the partner see our whole pipeline?
No. They see the records you assign. Your other leads, deals and reports stay in your organisation.
Which plan includes partner assignment?
Business. Starter and Professional are one company. When you have dealers or a sister firm, you are choosing Business for this reason as much as for AMC and the mailbox.
Related
Bring your pipeline. We’ll bring a laptop.
Twenty minutes, on your data — not a canned demo. If we are the wrong fit, we will say so on the call.