Let partners submit leads they found themselves, such as offline or high-touch deals that don't come through a partner link or coupon code. Submitted leads wait for your review, so you decide what gets tracked and rewarded.
Turn on lead submissions
Go to Program settings › Tracking & safeguards.
Under Partner tools, click the pencil next to Allow partners to submit leads manually.
Switch on Allow affiliates to submit leads.
Under Form fields, set the questions partners answer. To add one, click Add form field and choose Deal size, Single answer, Multiple choice or Dropdown selection.
Click Save changes.
Partners can now submit leads from their partner portal. The question asking for the contact's email is always required.
Review submitted leads
Go to Customers › Submitted leads. New submissions have the Pending status.
Click a lead to open its details.
Click Approve Lead, or click the red ✕ to reject it.
When you approve, Tolt prompts you to create the customer, a transaction and a commission for the partner. When you reject, you can add a note explaining why.
Lead statuses
Status | Description |
Pending | Submitted and waiting for your review. |
Accepted | You approved the lead. |
Rejected | You rejected the lead. A note icon appears next to the status if you left a note. |