As you submit leads through the “Register Lead” button, you can view a summary of all leads through your Registered Leads dashboard. This dashboard is provided to keep you well-informed on where you lead is in our sales cycle.
The dashboard is found directly under the “Request Shop to Be Added” and “Register Lead” buttons:
(To learn more about registering a lead, please see this article)
The Date, Brand, Domain, Lead Stage, and Lead Result for each lead are displayed in the dashboard:
Click ‘View Details” to view additional information including the name of the contact for the lead, their email address, and any notes you provided upon submission:
Each lead will include a current lead status. The status of a lead is reflective of its current stage in our sales cycle. Options for status comprise of:
Pre-Introduction
Introduction Made
Demo Scheduled
Pending Install
Installed Trial
Closed - Won
Closed - Lost
Each lead will also include a current lead result. Options for results comprise of:
In Review
Accepted
Rejected
Together, the lead status and lead result of each lead will be indicators of success. Reviewing and discussing your leads’ status and results should be a recurring topic when you meet with your Partner Manager.