How to Manage Leads

You can view all of your leads on the Leads tab, accessible from the sidebar and the main dashboard.

The All Leads tab displays every current and past lead submitted by any partner. You can filter by:

• Status — the lead’s status within the portal
• Lead Name — or company name
• Partner — who submitted the lead
• Submission Date
• Type — options depend on your setup

Click a lead to open its detail view, where you can see in-depth data on the lead, including any comments left by staff members, payment information, and the transaction log.

From the lead detail page you can control the submitted lead’s data, change the commission value, and update lead information.

To make edits, click the pencil icon to make the fields editable. When you’re done, click Submit to save your changes.