Introduction

Overview

The Partner Prospects module is a critical component of the Onboard zone, designed to streamline the initial stages of partner recruitment. Before a company becomes a registered partner, they often begin as a prospect. This module provides administrators with the tools to manage these potential partners effectively, from initial contact to the point where they are invited to apply for a program.

Administrators can use this module to maintain a comprehensive list of all potential partners, track their status, and perform actions such as sending recruitment emails or importing new prospect lists. This centralized management ensures that the recruitment pipeline is organized and that no potential partner opportunities are missed, ultimately contributing to a robust and growing partner ecosystem.

Accessing Partner Prospects

Click Onboard in the top navigation bar, then click Partners in the left navigation menu to expand the submenu, and finally click Partner Accounts.

Viewing Partner Prospects List

This screen displays a list of potential partners, referred to as Partner Prospects, within the Onboard module. It serves as a central hub for administrators to manage the initial stages of partner recruitment, allowing them to view details such as company name, contact person, title, phone, email, and the assigned administrator. This view is crucial for tracking and managing the pipeline of prospective partners before they formally apply or are onboarded into a partner program.