As a Portal Owner, you can assign leads to active partner companies directly from the Partner dropdown within your portal.
The dropdown will display all partner companies currently in Active status. After selecting a partner company, you can choose the specific team member who should be associated to the lead.
If a partner does not appear in the dropdown, their account is not currently active.
This typically means they:
Have not completed registration
Are still in Pending status
Have been Declined
Have been Suspended
For a full walkthrough of this process, please refer to the video below.
