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


How to Manage a Lead:



You can view all of your leads on the “View Leads” page, accessible from the Sidebar and main dashboard. The View Leads page will display all current and past leads. You can also view the current status of the lead, the financial value of the lead, the type of lead (i.e. Big Commerce, Magento, Shopify, etc.), and the referral partner. 

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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.

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

To make modifications or edits to lead detail, please go to view leads and select the lead you want to edit. Look for the pencil [insert pencil graphic] and select it. This will make the appropriate fields editable. Once completed the edits click the “Submit” button to save the edits. 

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