Quickly add new leads and associate them with deals or contacts.
To create a new lead, use the "Create Lead" option in your Partner Portal Dashboard.
You will be taken to a form to add your lead to the portal. Fill out the form and click the Create New Lead button to submit the lead for review.
Note: Please be sure to fill out every field accurately (check spelling, etc.) and if you have questions please contact your partner team representative.
Your lead will be match against our existing records to check if the lead is available. You will receive an email when the lead has been reviewed. The review process takes less than a minute.
When your lead is assigned, it will be added to the "Leads" section of the portal. You will notice that the date that the lead was added is recorded and the partnership stage is "New". The "Productivity" section will update the total number of new leads.
You will have 45 days to book a demo for your lead with the days remaining noted in the "Days Left to Book Demo" column. You will be notified 2 weeks prior to expiration.