Leads & Onboarding
11 Articles
How can I choose the right segment when adding a lead on the Partner Portal?
I added a client through Add Client, is that the same as opening an account on the Partner Portal?
I want to know whether leads from my microsite or registration link appear in Leads automatically on the Partner Portal?
How can I add an Active Lead or a Potential Lead on the Partner Portal?
How can I track the form stages of a lead such as PAN, Bank, Upload and Review on the Partner Portal?
I have a lead that is 100% complete but still shows as Fresh Lead, what should I do on the Partner Portal?
How can I tag the source of a lead on the Partner Portal?
How can I add notes to a lead on the Partner Portal?
How can I help a lead clear a deficiency on the Partner Portal?
I want to know whether another partner or Samco’s own team can claim a lead I added on the Partner Portal?
I want to know the difference between an Active Lead and a Potential Lead on the Partner Portal?