This article will walk you through the available options for managing your Partners.
Verifying a Partner:
The first action item when a new partner registered for the program is the “Verification” process. All partners must be verified before a partner can register new leads. To do this, please follow the instructions below:
- Change status from “Pending”
- The partner is approved to submit leads and is approved for your partner program
- The partner is denied
- This means a partner is active and can submit leads and their account is in good status
- This means a partners access to the partner portal has been revoked and they did something to decline active status.
- This means a partner is under review and their status is being reviewed. [Insert what access they may have]