1. Getting Started with the CRM
Overview our built-in CRM is the best place for agencies to manage accounts, track leads and deals, and collaborate with partners. You’ll find CRM tools in the left-hand navigation under the "CRM" dropdown.
Navigation
Go to the sidebar > CRM
You’ll see four options: Accounts, Contacts, Leads, and Deals
Best Practice Start with Accounts. This is the foundation of your CRM and ties into the rest of your pipeline.
2. Managing Accounts in Your CRM
Add Accounts
Manually: Use the “+ Add Account” button
Bulk Import: Click “Import CSV,” download the template, format your file, and upload
What You Can Track
Account Name
Website URL
Revenue
Platform (Shopify, Magento, etc.)
Lifecycle Stage
Lead Source
Primary Contact
Notes, Addresses, and more
Partner Overlaps
Accounts are auto-linked to other Partner Partner users who have the same domain name on file
You’ll see which partners also work with the same brand
Actions You Can Take
Edit any field
Delete the account
Send the account as a lead to one or more partners
3. Using Contacts in Partner Partner
How Contacts Work Contacts are tied to Accounts and represent the people you interact with.
Managing Contacts
Add or update manually
Use fields like First Name, Last Name, Email, Title, and LinkedIn URL
View contacts from the Account detail view or directly via the CRM > Contacts tab
4. Sending and Receiving Leads
What is a Lead? A Lead in Partner Partner is an account shared with a partner for new business development. You can also receive leads from partners.
Lead Tabs Explained
Sent: Leads you've sent to partners
Received: Leads you've received from partners
Lost/Not Sent: Leads created but not yet sent
Ways to Create a Lead
From an Account: Click “Send Lead” and choose which partner(s) to send it to
From scratch: Create a lead and link it to an account later
Receiving Leads
Go to "Leads Received"
Click to Accept (turns into a Deal) or Decline (sends status back to partner)
5. Understanding Deals: Internal vs. Partner Sourced
What’s a Deal? A Deal is a sales opportunity tied to an Account. It may be created by you directly or result from an accepted lead from a partner.
Creating a Deal
Internal: Use “+ Add Deal” for opportunities from your own marketing
Partner-Sourced: Accept a Lead from the Leads tab, which auto-creates a Deal
Deal Lifecycle
Open
Closed Won
Closed Lost
Read-Only Partner Deals
If you send a lead that becomes a deal on your partner’s side, you’ll see it in “Deals Sent,” but won’t be able to edit it
6. How Deal Ownership Works
Owner Company Every Deal has an Owner Company. That’s how Partner Partner assigns CRM visibility and control.
Where to See Your Deals
Go to CRM > Deals
Use the “All My Deals” tab to view every deal where your agency is the owner
Ownership Scenarios
You create the deal directly: you’re the owner
You accept a lead: you become the owner
You refer a lead: your partner becomes the owner, but you can still see it
7. Connecting Referrals to Deals
Why Connect Referrals? Referrals create a formal record of who sent what, for tracking and eventual payouts.
How to Connect a Referral
Open any Deal
Click “Connect Referral”
A record is created and visible under Referrals In or Referrals Out
Status Management
You control the status: Accepted or Declined
Even if Declined, it’s best to connect the referral so the partner sees the outcome
Visibility for Partners
Partners see updates, but can’t change them
Helps both sides keep clear records
8. Preview: Referral Codes, Billings, and Payouts (Coming Soon)
Referral Codes (Coming Soon)
Assign unique tracking links or coupon codes to partners
Attribute incoming leads and deals to partners automatically
Billings (Coming Soon)
Record revenue earned from a Deal
Tie it to an Account and track it through to payment
Payouts (Coming Soon)
Use tracked revenue to calculate payouts for partners
Partner Partner will support percentage-based payout tracking
ETA These features are scheduled for release in late summer.
Need more help? Contact [email protected] or use the in-app help button to chat with our team.