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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 month ago

As a portal owner, you will be able to see a list of the Active partner companies in your portal within the Partner tab (dropdown). From here, you can select the partner company and the team member 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. (ie. they either do not have an account or their account is either pending, declined or suspended)

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