How to Manage Leads

This article will guide you through the available Lead management options available to you in

Updated over a week ago

You can view all of your leads on the “Leads” tab, accessible from the Sidebar and main dashboard.

The Leads tab will display all current and past leads submitted by any partner. You'll have a few filter options such as:

  • Status: within the portal

  • Lead Name: or company name

  • Partner: who submitted the Lead

  • Submission Date

  • Type dropdown (options will depend on your setup)

Please note, that all submitted Leads will be placed in a Pending status and will need to be Approved or Declined by the Admin team. Partners will receive notifications on any changes to the Lead Status. Such as Approved, Active, Declined, or Expired.

By clicking on a particular lead you can pull up in-depth data on the lead, including any comments regarding the lead that may have been left by a staff member, payment information, and the transaction log.

From the leads detail page, this is where you can control the data regarding the submitted lead, change the commission value, and update the lead information.

Please note, that once a lead is submitted partner cannot make any changes. This can only be done by the Admin team.

To make modifications or edits to lead details, look for the pencil to edit and select it. This will make the appropriate fields editable. Once completed with the edits click the “Submit” button to save the edits.

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