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Lead Submission Flow - the PartnerStack Docs
docs.partnerstack.com
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Fill out the lead form in the partner dashboard. “In your CRM, verify that the record for the lead has been created.” Now we need to make sure that any updates on the status of the lead in the CRM is mapped back to PartnerStack. During your discussion with the integration specialist, you would have determined which stage in your CRM correspond to Qualified, Unqualified, Closed Won and/or Closed Lost in PartnerStack. To test out all flows, please make sure to have submitted at least 3 leads in the partner dashboard. We want to test the following scenarios: Lead going from New → Unqualified Lead going from New → Qualified → Closed Lost Lead going from New → Qualified → Closed Won