Personal lead form
The personal lead form is one of the easiest ways to get leads from your partners, as it requires no password to submit leads. It can be used on a desktop or a mobile. We will show you how you can use it.
Using Personal lead form
Using a personal lead form aims to provide your partners with a frictionless way of submitting leads. It’s also easier and faster than sending an email or text message.
As a reminder, there are three different ways for a partner to drive leads to Kiflo, and these include the following:
Partner Portal
- Go to Leads, click Submit lead, and fill in the required information
- Once done, click Submit
Referral Link
- Go to Links, use the Referral links you have access to
Personal lead form
- Go to the Partner Portal, click Leads, Personal lead form, and then Submit Lead
How to use the personal lead form
Once the partner has their personal lead form URL (see below for how to access it). They can bookmark their link in their favorite internet browser. As the personal lead form does not require a password to submit a lead, the partner must click on the bookmarked link to open the form and submit a lead without any issues.
How to get the personal lead form URL of a partner team member
The other option to gain access to a personal lead form link as an admin includes the following steps:
- Click Partners, go to your Partner, open the Team member page
- Once you open the Team member’s page who has access to Kiflo, you will see an option at the bottom to Get personal lead form URL
It’s important to note that you can only receive a personal lead form URL only when the team member has access to Kiflo.