Pipeline Management
How to manage your incoming and outgoing pipeline
4 articles
- Your Performance Page: Money, Leads and Claims Across Your PartnersWhat the Performance page shows agency admins: payouts paid and not yet paid, leads you sent and received, won deals and claims, partner by partner, with CSV exports.
- Accepting or declining a leadReceived a lead from a partner. Here's what to do with it.
- How to share leads with your partnersHow to use Partner Partner to create co-selling pipeline with your partners.
- Managing your DealsNow you're building pipeline with your partners. How to stay up to date.