Help Center | Kiflo PRM
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Leads

Learn how to get leads from partners, share leads, manage lifecycle, etc

  • How to get leads from referral links?
  • How to submit leads on behalf of partners?
  • How to set up acknowledgment emails for Leads?
  • How to share leads with partners?
  • How to manage referral links for your partners?
  • How to customize the Lead Submission Form?
  • How to detect channel conflicts on leads?
  • How to export data?
  • How to use Views?
  • How to auto-accept leads?
  • How to comment on a note?
  • How to mention?
  • Personal lead form
  • How to write a note?
  • How to copy values when converting a Lead to a Deal?
  • How to create a task?
  • How to prevent my partners from submitting leads?
  • How to re-assign a lead?

Categories

  • Assets
  • Help Center
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  • Certifications
  • Deals
  • Integrations
  • Leads
  • Manage Account
  • Partners
  • Partner Onboarding
  • Partner Portal
  • Programs
  • Rewards & Payouts
  • Workflows
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