I want to know the difference between an Active Lead and a Potential Lead on the Partner Portal?
Both are people you want to bring on board, but they are at different stages.
Where to find it: Leads
Key points
- Active Lead: someone ready to open an account. They get the account opening journey, and you can track their form progress, status and deficiencies.
- Potential Lead: a prospect you want to stay in touch with, such as a friend, relative or colleague. You can add notes until they are ready.
- The cards at the top of Leads show your Fresh Leads, Deficiency Pending, Accounts Opened this Month and Potential Leads.
- If a lead has not converted within 6 months, the lead is no longer mapped to you.
Still have questions? We've got you
Just raise a ticket and our support team will get back to you with exactly what you need.