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

From the Leads tab of a provider account, you can:

• View leads assigned to the provider account
• Create a new lead to distribute to a specific provider user
• Get a .CSV of their assigned leads emailed to you
• Bulk upload leads
• Edit information on existing leads
• Duplicate or deactivate a lead by clicking into it
• Resend a lead notification by clicking into it

To access a provider's lead information:

1. Navigate to Partner Management > Providers.
2. Click the provider name from the list.

3. On the left-hand sidebar, choose Sales > Leads.

   

For more information about these tasks, see Lead Distribution.