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To add partners to your plan, follow these steps:
- Click on the 'Pipeline' option located in the left sidebar, this action will prompt a new screen to appear.
To Add Partners In Pipeline Branch Manager
- On the new screen, locate and click the ‘ +‘ button positioned on the right side. This action will reveal a dropdown menu.
To Add Partners In Pipeline Branch Manager
- From the dropdown menu, select 'Add Partners.'
To Add Partners In Pipeline Branch Manager
- After selecting this option, a new pop-up window titled 'Invite a Partner' will appear.
Invite Partners In Pipeline Branch Manager
Select the Partner type such as Partner contact, VIP partner or Referral partner.
Fill out the Personal details of the partner:
- Partner Affiliation
- Select the type of Partner Affiliation such as:
- HOA
- Partnership
- Inspection
- Attorney
- Insurance
- Title
- Credit Repair
- surveyor
- Appraisal
- Transaction Coordinator
- Realtor
- Partner Type
- Partner Source
- Buyer Side
- First Name
- Last Name
- Email
- Phone Number
- Work Phone
- Home Phone
- Date Of Birth
- Company Name
Fill out the Company Details of the partner:
- Street
- State
- Zip
- City
- Unit type
- [ ] Toggle (yest\no) option for the question at the end- Add to my lead pipeline?
- Click save to successfully invite the partner