Route leads to reseller/channel partner portal owner

Outcome. A lead that belongs to a reseller or channel partner's territory reaches the internal partner manager who works that relationship, instead of falling into the direct-sales rotation as if it were a standard inbound lead.

Workflow map Enrollment, branches and actions at a glance lead-routing-043

flowchart TD
    A[Partner Name set] --> B{Which partner?}
    B -->|Partner A| C[Assign to Partner A's internal manager]
    B -->|Partner B| D[Assign to Partner B's internal manager]
    B -->|unmapped partner| E[Notify channel ops + add to Needs partner mapping review]
    C --> F[Set routed date, notify manager, create follow-up task]
    D --> F

When to use it, when not to

• UseUse it when the business sells partly through resellers, dealers, or channel partners, and leads originating from or assigned to a partner's territory need internal oversight distinct from direct sales.
• UseUse it once partner territories or account assignments are documented (which partner covers which accounts or region), even if that mapping lives outside HubSpot as a spreadsheet.
• SkipDo not use it expecting to assign a lead directly to an external partner's own user account. External partner staff are very rarely full HubSpot users with owner-assignable seats; this fiche routes to the internal partner manager who liaises with that partner, not to a partner-side individual.
• SkipDo not use it for a business with no channel or reseller model; this fiche solves a specific indirect-sales problem, use lead-routing-001 for direct sales.