Handoff Process

The handoff process is the structured transition of leads, accounts, or deals between teams — often from marketing to sales, or from a partner to an AE. A smooth handoff is essential to avoid dropped balls and ensure buyer continuity.

With Introw PRM, partner-submitted leads flow directly into your CRM with assigned owners and contextual notes, making partner-to-sales handoffs effortless and trackable.

Example:

‍A reseller submits a lead through Introw. It lands in Salesforce assigned to the right AE, complete with partner notes and a shared Slack thread. The AE follows up within hours, closing the loop and accelerating time-to-pipeline.