For the partners who want to check and take any action on their assigned leads on the Lead Management portal can log in to the portal using the login credential provided to them.
Click on the Lead Management tile.
Leads Pending Acceptance: Here you can see the leads assigned to you and take actions like accept, reject, or view the lead details.
Open Leads: If you accept the leads, they will be visible on the Open Leads. You can update and view the details of the lead.
Closed Leads: Once the lead is updated via the Update URL sent in the email it will be converted to closed converted lead status, these leads will be visible in the Closed Leads.
Rejected Leads: The rejected leads will be visible in the rejected leads tab, where a partner can only view the lead details. All the rejected leads will be reassigned to other partners.
*** You can download all the table data in an Excel file format by clicking on the download button.