Navigate to:

1. Creating a lead from a channel partner

2. Creating a new channel partner


1. Creating A Lead From Channel Partner

I. Click on the ‘Plus’ icon from the 'Claimed' or 'Interested' bucket to create a new lead from Channel Partner (CP).


II. Tick the Channel Partner option at the top.

A screenshot of a cell phone

Description automatically generated with medium confidenceA screenshot of a phone

Description automatically generated with medium confidence


III. Click on Add Channel Partner details.


IV. Search existing channel partners by name, number, or firm.


V. You can also register a new channel partner by clicking on the button ‘Register new CP’. Fill in the ‘Channel Partner’ form like name, number, localities, firm name, and then click on the ‘Add Channel Partner’ button.

Graphical user interface, application

Description automatically generatedA screenshot of a phone

Description automatically generated with medium confidenceGraphical user interface, application

Description automatically generated

Note: If the 'Channel Partner Firm Name' is not registered, then you can register the CP Firm by following the below steps:

- Click on 'Channel Partner Firm Name'.

- If the CP Firm is already registered, search the CP firm. If it is not registered then click on the 'Register New Firm' button.

- Add the CP Firm details like Name, Location, Address, GSTIN, & others. Click on 'Add Channel Partner Firm' button below to register the CP Firm.

A screenshot of a phone

Description automatically generated with medium confidenceA screenshot of a phone

Description automatically generated with low confidenceGraphical user interface, application

Description automatically generated


VI. Now, add the lead details for the channel partner & click on the ‘Create Lead’ button.

For any support on our products, please reach out to support@anarock.com


For any feedback, please reach out to tech-feedback@anarock.com