Viewing All Leads

The All Leads area of the partner portal presents the full list of your marketing-generated leads, supplier-distributed leads, and registered leads. You can use the left-hand sidebar to search and filter to find relevant leads.

When looking for leads using the search field, you can search by information such as First Name, Last Name, Email, Company Name, State, Country, Custom Fields from your supplier, and by the Description/Notes that have been pulled through either by the Contact form or your CRM connection.

Below is an example of the search and filter sidebar:

All_Leads_Search.png

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