{"id":29237,"date":"2026-10-28T10:21:09","date_gmt":"2026-10-28T10:21:09","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29237"},"modified":"2026-10-28T10:21:20","modified_gmt":"2026-10-28T10:21:20","slug":"i-want-to-know-the-difference-between-an-active-lead-and-a-potential-lead-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/i-want-to-know-the-difference-between-an-active-lead-and-a-potential-lead-on-the-partner-portal\/","title":{"rendered":"I want to know the difference between an Active Lead and a Potential Lead on the Partner Portal?"},"content":{"rendered":"\n<p>Both are people you want to bring on board, but they are at different stages.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Leads<\/p>\n\n\n\n<p><strong>Key points<\/strong><\/p>\n\n\n\n<ul><li>Active Lead: someone ready to open an account. They get the account opening journey, and you can track their form progress, status and deficiencies.<\/li><li>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.<\/li><li>The cards at the top of Leads show your Fresh Leads, Deficiency Pending, Accounts Opened this Month and Potential Leads.<\/li><li>If a lead has not converted within 6 months, the lead is no longer mapped to you.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3021],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29237"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29237"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29237\/revisions"}],"predecessor-version":[{"id":29239,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29237\/revisions\/29239"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29237"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29237"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29237"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}