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💡 Notion Tip: As a partner in the AICA portal, you play a crucial role in expanding the network by sharing and managing leads. This guide will help you understand your portal interface and how you can effectively contribute leads to the network.
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Upon submitting the required details, partners will access a portal interface similar to the main user’s view. The key difference is that partners will only be able to view the leads that they have personally submitted, ensuring a focused and streamlined experience.
Methods for Sharing Leads with the AICA Portal:
- Using the Custom Partner Invite Link:
- Generate a custom invite link from your partner dashboard. This link is unique to your partnership with AICA.
- Share this link across your customer base. Any customer who signs up using your custom invite link will automatically appear in the main user's lead view, making this an efficient way to contribute leads directly.
- Adding a Lead Manually:
- Click on the "Add Lead" button located in your partner dashboard.
- Enter the necessary company details, such as the company name, website, and other relevant information.
- Send an invitation for them to join the AICA portal. This manual entry allows for precise control over the information provided and ensures that the lead is directly added to the system.
Synchronization with the Main User’s Lead View:
- Every lead you add, whether through the custom invite link or manual entry, will seamlessly sync with the main user’s lead view.
- The main user will see details such as the company name, website, which partner referred the lead, and the date it was added. This synchronization ensures transparency and allows the main user to track the origin and status of each lead effectively.
Conclusion:
By utilizing these methods, you as a partner can efficiently manage and share leads within the AICA portal. This not only helps in expanding the business network but also enhances the collaborative efforts between you and the main user, leading to more streamlined operations and better opportunity management within the AICA system.