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Description

One of the many benefits of associating leads applications to partners in the Insellerate application is seeing all of the leads applications 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 applicationmobile app.

Tip
Pro Tip: When you are reaching out to a Partner have the Partner lead open so you can quickly access any of the leads you want to discuss.

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Instructions

From the Login screen, 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.
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  2. Select Partners.
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- Options
  Option 2
  :
  1. Select Partners from the
  Menu Bar
  1. menu bar at the bottom of your mobile screen.
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Select your Partner:
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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.
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- Option 2: Open the lead from the Partner Pipeline Viewpartner pipeline view.
  1. Open the section with your
  Partner
  1. partner.
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  2. Select your
  Partner:
  1. partner.
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