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 see all the associated applications using the web application.
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.
From Home Page, there are two ways to get to the partner section in the mobile app
Option 1: Select Partners from the Main Menu Bar
Click on the Menu Icon
Select Partners
Options 2: Select Partners from the Menu Bar at the bottom of your mobile screen
Select your Partner:
Option 1: Use the Search Function
Search by Partner Name
Option 2: Open the lead from the Partner Pipeline View
Open the section with your Partner
Select your Partner:
3. Partner Lead Details Screen
4. Click Associated Applications
5. This will show you all of the applications associated with this Partner
You Email, Call, Text, Add a Note right from the Partner Detail screen for any of the Associated Application
Add label