Content Comparison

Description

One of the many benefits of associating leads to partners in the Insellerate application is seeing all of the leads for a referral partner in one place. Here is how you can This article describes how to see all the associated applications using the web application.

Instructions

1. From Home Pagepage, there are two ways to get to access the partner Partner section in the mobile appapplication.

   • Option 1:

     1. Select Partners from the

     Main Menu Bar

     1. main menu bar.

     2. Click

     on

     1. the Menu

     Icon

     1. icon.
        

        Image Modified

     2. Select Partners.
        

     Image Removed
     1. Image Added

   • Options

     Option 2

     :

     1. Select Partners from the

     Menu Bar

     1. menu bar at the bottom of your mobile screen.
        

   • Image Removed
   Select your Partner:
   • 1. Image Added

2. There are two options for you to select your partner.

   • Option 1: Use the Search Functionfunction.

     1. Search by

     Partner Name Image Removed

     1. partner name.
        

        Image Added

   • Option 2: Open the lead from the Partner Pipeline Viewpartner pipeline view.

     1. Open the section with your

     Partner

     1. partner.
        

     Image Removed
     1. Image Added

     2. Select your Partner

     :

     1. .
        

     Image Removed
     1. Image Added

...

1. The Partner Lead Details

...

1. screen opens.
   

...

1. Image Added

...

1. Click Associated Applications.
   

...

1. Image Added

2. All of the applications associated with this

...

1. partner will appear.
   

   Image Added

Add label