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PartnerPortal.io Docs

Leads

Everything you need to capture and manage partner leads — from adding them to configuring how they flow through your portal and into your CRM.

How to Add Leads Add leads on behalf of a partner, let partners register their own, or bulk import from a CSV.
How to Manage Leads View, filter, review, and edit the leads submitted to your portal.
How to Sync Leads to Your CRM How approved leads flow into your CRM — mapping, sync direction, the approval modal, and the Connect button.
How Duplicate Lead Detection Works How PartnerPortal flags duplicate leads between partners, how to resolve them, and how de-duplication works when pushing to HubSpot and Salesforce.
How to Customize the Lead Registration Form Add fields, set visibility by partner group, and configure picklists and lead types.
How to Customize Lead Phases Add, delete, and set default lead phases, and control automatic lead expiration.