The Affiliate Portal is a quick way for your affiliates to submit leads to your company. Your affiliates are able to access and use the Affiliates Portal from their Smartphone, tablet, or PC. Each affiliate will have its own dedicated Affiliate Portal.
How to Access the Affiliate Portal
Once a welcome email has been sent to the affiliate, they will receive an email with a link to access their portal.
What Can the Affiliate View from Their Portal
From the portal, the affiliate can view all of the past leads that they have submitted with a status of Won or Lost. This status informs the affiliate if you won or lost the sales that they submitted to your company.
Submit a New Lead
Step 1: The affiliate will select + Add Lead.
Step 2: Enter the details of the lead.
Only the Name field is required on this screen. The phone number and email address fields are optional.
Step 3: Click Next.
Step 4: Enter the Move Date and Move Size of the lead.
Note: Both of these fields are required to continue to the next screen.
Step 5: Click Next.
Step 6: Enter the address or zip code where the lead will be moving from.
Note: The to address or zip code field is optional.
Step 7: Click Finish ->.
The affiliate will receive a green notification that the lead has been submitted and the lead is now available in your new leads section of the Sales Module or from the bell icon.
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