To add a new lead:
Step 1. On the side menu, click + New Lead.
Step 2. Type the following Contact Information:
a. First Name
b. Last Name
c. (Optional) Phone
Step 3. Type the Business Information:
a. Company Name
b. (Optional) Products Sold / Services Provided
c. (Optional) Comments
Step 4. Enter the Referral Information:
a. Type the name of the Referring Representative.
b. (Optional) Type the Referring Rep Email.
c. (Optional) Type the Referring Rep ID.
d. From the drop-down menu, select your Partner Group.
Step 1. Click SUBMIT LEAD.
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Tags: partner portal, view residuals, add lead, create business lead, submit lead, view leads