Content Comparison

Overview

You can manage partner relationships in Insellerate using our Referral Partner Workflows. Enter your Real Estate Agents, Contractors, Attorneys, or other referral partners into Insellerate and track the leads they send to you.

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title Learn More About inFlow Partner Tracking
Partner Tracking Use Status, Activities, Sections, and Fields to track your Partner relationship. Panel panelIconId 26a1 panelIcon :zap: panelIconText ⚡ bgColor #DEEBFF Pro Tip: You can customize Sections and Fields to capture any information you want to use to help you build a relationship with your Partner. If you don’t see a field you need, contact your Customer Success Manager or Customer Support to discuss adding custom fields. Status Activities Sections Fields

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Partner Reporting

RE Agent Report

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• Campaigns for Partner Association

• Creating a Partner (Web, Mobile)

• Associating Leads to a Referral Partner (Web, Mobile)

• Viewing Leads associated with a Referal Partner (Web, Mobile)

• Reporting: RE Agent Report

• Reporting: Referral Partner Report

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