<aside> 💡 Notion Tip: This guide will demonstrate how partners can manage existing leads and ensure seamless synchronization with the main user's lead view within the AICA portal.

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Overview of Lead Management for Partners:

Once a lead has been added by a partner, there are several functionalities available to manage and update the lead's information effectively:

1. Viewing and Managing Lead Status:
   • Partners can access the status of any lead they have added. This includes the ability to view current information and take actions on behalf of the company, ensuring that the lead's details are up-to-date and reflective of their current status.
2. Uploading Customer Data:
   • If a partner has relevant customer data, they can upload it directly to the portal. This includes essential documents such as:
     • GST details
     • Bureau Reports
     • Bank statements
     • Financial documents
   • This feature is crucial for maintaining comprehensive and accurate lead profiles, which are vital for further processing and decision-making.
3. Inviting Company Users to Contribute Data:
   • Partners can also invite users from the company associated with the lead to upload their own data. This facilitates greater accuracy and timeliness in the data collection process.
   • Inviting company users to participate directly helps in streamlining communications and ensures all relevant data is consolidated effectively.

Seamless Sync with Main User’s Lead View:

• Every lead that a partner refers and manages within the AICA portal is automatically synchronized with the main user's lead view.
• The main user will be able to see:
  • The company name
  • Website
  • Which partner referred the lead
  • The date the lead was added

This synchronization ensures transparency and allows the main user to monitor and evaluate the progress of each lead from a centralized location.

Example of Practical Lead Management:

Consider a scenario where a partner has added a lead for a company. The partner can:

• Check and update the company's status within the portal.
• Upload necessary documents to provide a complete financial overview.
• Invite company representatives to contribute specific data, enhancing the depth and accuracy of the lead's profile.

Conclusion:

By using these features, partners can effectively manage their leads within the AICA portal, contributing to a dynamic and efficient lead management system. This ensures that all parties have up-to-date information, facilitating better decision-making and fostering a collaborative environment.