You will get a quick snapshot of:             

1. Creating a lead from channel partner

2. Creating a new channel partner


Creating A Lead From Channel Partner

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


2. Tick the Channel Partner option at the top.

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3. Click on Add Channel Partner details.


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


5. 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, & then click on the ‘Add Channel Partner’ button.

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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.

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

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