How are leads delivered to my partners and reps?

Leads are delivered by SMS, email and mobile-friendly action flows at each person’s direct contact details. Bluebird also offers messaging on iOS, Android and WhatsApp.

The aim is to reach each salesperson where they already communicate, rather than relying on them to discover a new opportunity inside an unfamiliar system. This is useful for people who spend much of the day away from a desk, work across several brands or maintain their own sales tools. A lead message becomes an immediate prompt to review the opportunity and take the appropriate next action.

For delivery to work well, partner contact information and communication preferences need to be kept accurate. During onboarding, confirm the channels required for your network and how each recipient should accept, decline or update a lead. Ask Bluebird which messaging options apply to your specific deployment rather than assuming every channel is used in every workflow. It is also helpful to define what happens when a recipient does not respond. Delivery, acceptance and meaningful customer contact are separate milestones that should be considered together.