Feature Improvement – Lead Consolidation

As we continue to make improves to your Partner Console, this week we pushed out a change to consolidate all leads into one easy to manage tab. Now any leads that come in from PC Matic, Deal Registration, or Marketing Links can be viewed in the same location. Each entry will be color coded according to it’s status so you can quickly get updates on all leads.

 

Once a lead becomes an active account, they’ll continue to move over to your Active Accounts tab where we have now added the Actions dropdown. This will allow you to continue to update each account with progress, contacts, or steps to renewal as their license progresses.

Stay tuned for more updates to the Partner Console as we continue to revamp the design and functionality!

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