How do I view my leads?

• On the side menu, click Leads.

Leads

Viewing the contact information for a lead

• Click the lead's information button. 

Searching for a lead

• In the search tool, type a date or words relating to the lead. For example, to search for leads with "Inc" in their company name, type "Inc."

Example search for "Inc"

Sorting your results by status

• From the Status drop-down menu, click the status of the leads you want to view.

Sorting your results by data field

You can sort your results by the following data fields:

• Company
• Type
• Source
• Status
• Status Date
• Sales Rep

To do this:

• Click the data field to sort your data. For example, click Sales Rep to sort the leads by their sales representative.

Changing the number of leads the Partner Portal displays

• From the number of results drop-down menu, select the number of results you want the Partner Portal to display.

Downloading your leads

You can download a list of your leads as a .pdf file, or a .csv file. To do this:

1. (Optional) Search or sort your leads to get a specific set of results.
2. In the top-right of the portal, click the download button.

Download buttons