Viewing, Creating, and Managing a Partner's Sales Leads

From the Leads tab of a partner's account, you can:

1. View leads assigned to the partner account
2. Create a new lead to distribute to a specific partner user
3. Get a .CSV of a partner's assigned leads emailed to you
4. Bulk upload leads
5. Edit information on existing leads by clicking into it, including adding attachments
6. Duplicate or deactivate a lead by clicking into it
7. Resend a lead notification by clicking into it

To complete these tasks, follow these steps:

1. Navigate to Partner Management > Partner Explorer.
2. Click the partner name from the list.
3. On the left-hand sidebar, go to the Sales area.

4. Choose Leads.

   

For more information about completing these tasks, see Lead Distribution.