Lead list
The "Lead list" module within the Partnerplace portal is designed to organize and track potential business opportunities, referred to as leads. It provides a detailed view of each lead, including associated partners, status, potential value, commission, and more.
Navigating to the Lead List
- To access the Lead List, click on the "Lead List" tab from the main sidebar navigation.
Understanding the Lead List
- The module displays a table with columns for Lead Name, Partner Name (for vendors only), Status, Potential Lead Value, Commission, Created Date, and Stage.
- Leads can be sorted and filtered by various parameters such as Country, City, Status, and Stage using the dropdown menus at the top.
Creating a New Lead:
- Click on the "Create New Lead" button to add a lead to the list.
- Fill in the required details in the provided form.
Hint: Depending on the situation it might be the partner or the vendor's job to estimate the value of the lead. Feel free to skip this field if unsure.
Using Filters:
- Apply filters to search for specific leads based on the criteria set in the dropdown menus.
- Adjust sliders for potential lead value and commission ranges to refine the search.
- Click "Reset Filters" to clear all selections and return to the unfiltered list.
Lead Details:
- To view more information or to edit lead details, click on the specific lead entry in the list or on the 3 dots on the right.
Troubleshooting
Issue: Leads not appearing in the list.
Solution: Ensure there are no active filters obstructing the view. If necessary, click "Reset Filters" to clear filter settings.
Issue: Unable to create a new lead.
Solution: Confirm that all required fields in the lead creation form are filled in. Check user permissions to ensure you have the rights to add leads.
Issue: Filters are not working properly.
Solution: Verify that the selected filter values are correct. Refresh the page or try logging out and back in if the issue persists.
Conclusion
The Lead List module is a critical tool for managing potential business opportunities within the Partnerplace portal. Effective use of this module enables users to track progress, prioritize efforts, and align strategies with the potential value and commission each lead represents. Regular interaction with the Lead List ensures a clear overview of ongoing and upcoming business developments.