Who is this article for?
This article will be useful to you if are a partner on PartnerStack looking to submit your first lead.
Leads are an easy way for you to submit leads and/or sales directly through your account.
Manually submit leads or sales you've brought into a company and earn commission once it's approved!
Note: The option to submit a referral will only be available if the company has enabled referral submission.
How to submit a lead
To submit a lead or sale to a company, log into your Partner Dashboard, and select the company you wish to submit a referral to. From the program Summary page, you can click the quick "Submit a lead" link on the right-hand side of the page, or click into your Leads tab and click "Submit a lead".
Fill out the referral form ensuring you have filled out all required fields.
Once you're done, click Submit. The referral will then be sent to the company for review. You'll be notified via email when the status of the referral is changed, and you can monitor them from within the Leads tab.
Importing multiple leads
If the company you partner with has enabled lead importing, you will see three stacked dots next to "Submit a referral". Clicking on these will open a drop-down menu where you can choose to import leads or view your import history.
To import a CSV of leads:
- Click into your Leads tab and click on the three stacked dots to the right of "Submit a lead"
- Select "Import leads" from the drop-down
- In the drawer view that opens click "Download CSV template"
- Fill out the CSV template ensuring that you have filled out all of the required fields
- Data must be provided under these fields for each lead
- Click "Add file" or drag and drop to preview your CSV data
- Review the leads to be imported in the preview
- Any formatting errors will be highlighted in the preview
- When ready, click "Import and submit"
Once you have imported your CSV you can navigate to "View import history" to check the status of the import and to download an error CSV if there were any issues with leads in your import.
Viewing and editing a Lead
Once you have submitted your lead, you can view their most up-to-date status in your Leads tab "Status" column.
In your leads tab, you can view the current status of your lead. These statuses will change as the company goes through the approval process, and also can vary based on the company's individual approval process.
Lead statuses you may see are: New, Qualified, Unqualified, Closed Won, and Closed Lost.
Some companies may have custom names for their lead stages. If you have questions on a particular lead status you can reach out to the company you partner with using your Messages tab.
If you would like to edit a lead's details, click on the lead to open their detail view and click the pencil icon.
Customer tab and statuses
Once your lead has been marked as Closed Won and the customer has been created they will be moved to your Customers tab where you can continue to monitor their status.
If your customer has made a purchase, you will see revenue appear in the "Revenue" column.
Reward statuses you may see are: Signed Up, and Paid.