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Partners and Leads
Submit a Lead on Behalf of a Partner
Submit a Lead on Behalf of a Partner

Learn how to submit leads on behalf of partners.

Updated over a week ago

As a portal owner, you will be able to see a list of the Active partners in your portal within the Partner tab (dropdown). From here, you can select the partner and the agent that you'd like the lead to get assigned to. If you do not see a specific partner listed in the dropdown, this means that they are not yet Active partners.

To learn more about Approved vs Active Partners, please take a look at this article.

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