Using lead submission

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1. If you choose to notify the partner, they will receive the following email when a lead has been created: “Note: Partners will not appear in the attribution list when manually entering a lead, until the partner has accepted the invitation and the program’s Terms of Service. If you're not able to retrieve that partner in the drop down list, ensure they do not have the 'Invited' tag next to their partner profile as this means they have not yet accepted the invite” Viewing leads and updating lead statuses

   In Partner lead attribution

2. Lead forms are a great tool that allow your partners to submit potential leads for your business. “Lead forms can be enabled and customized on a group-by-group basis allowing you to customize your partner experience to suit your program needs.” What are leads?

   In Partner lead intake

3. Click "Create lead" “Search for and select the partner or partner team member you would like to assign the lead to Note: Once you have created a lead, the lead cannot be reassigned to a different partner or partner team member” Enter your lead details

   In Partner lead routing and acceptance

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