Classic - Viewing Leads Associated with a Referral Partner (Mobile Application)
- Rebecca Kornblum
Analytics
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. This article describes how to see all the associated applications using the web application.
Pro Tip:
When reaching out to a Partner, have the Partner lead open so you can quickly access any leads you want to discuss.
Instructions
From the Login screen, there are two ways to access the Partner section in the mobile application.
Option 1
Select Partners from the main menu bar.
Click the Menu icon.
Select Partners.
Option 2
Select Partners from the menu bar at the bottom of your mobile screen.
There are two options for you to 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.
The Partner Lead Details screen opens.
Click Associated Applications.
All of the applications associated with this Partner will appear.
You can email, call, text, and add a note from the Partner Detail screen for any associated applications.