How to accept partner applications?

Whenever a partner sign-ups from your website, they will submit a partner application by filling out a form. When you receive new partner applications, you can either accept or reject these applications. We will look at your two options when accepting a partner.

Accepting partner applications

To accept a partner application when you have decided that the application is qualified, you can:

Accept as Prospect

When you accept a partner application as a prospect, a prospect will be created and enter the prospection pipeline’s first stage.

Then, you can start to follow your usual process and see if this prospect could be a good fit for your Partner Program by conducting some meetings/calls, for instance.

Accept as an Active Partner

With the second option, you can accept partner applications as active partners.

For instance, if you don’t have a straightforward onboarding process, your partner doesn’t need to be onboarded, or you want to skip the onboarding, you can activate the partner directly, allowing you to grant partners access to Kiflo and start working with your partner right away.