How do I view my leads?

  • On the side menu, click Leads.
The Leads screen.Leads
Note: We update a lead's status during boarding, which the Partner Portal displays.

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 results.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.
Example search results with a call out for the download button.Download buttons

Modified on: Thu, 21 Feb, 2019 at 11:30 AM