How can I see what's happening with leads when the salespeople don't report to me?

Signal captures updates through the channels partners already use: SMS, email, mobile-friendly update flows, automated check-ins and AI-assisted progress prompts, with no logins required. Leadership gets a live view of individual, team and regional performance even across contractors, dealers and agents you don’t manage.

The key is to make reporting part of the way partners handle opportunities, rather than asking them to maintain another system purely for your benefit. When accepting a lead and providing a progress update fit naturally into familiar communication channels, there is less friction between doing the work and sharing what happened. This is particularly important when you do not have the authority to require an external seller to use your internal CRM.

For managers, the resulting activity trail provides a basis for conversations about responsiveness, follow-up and outcomes. You can focus on the opportunities that need attention instead of asking every partner for a general status report. Visibility still depends on the updates and connected data available, so it is important to agree on expectations across the network. Define the milestones that matter to your business and discuss how those milestones should be captured during onboarding.