Manually Convert Prospects to Partners

This feature is for helping you convert and manage Partners in your own private network.

For example: you may want to manage influencer relationships outside of a network, or you might have a private network set up in-house.

Note: if you already have a network connection established this action is not necessary, conversions for connected networks happen automatically.

Note: Brands is a required field to have in order to convert the prospect to a Partner, You will be unable to convert until your prospect has been assigned a brand

 

How to: Convert a prospect into a partner record.

1. From the Prospects page list view, select an individual prospect record that you want to convert by clicking on the Name of the prospect record, this will open up the prospect record detail page.

See image below:

2. From the individual prospect page, Locate the Brands table. For the Brand that you want to convert; Click the Action button on right side of the table. See image below:

3. After clicking the Action button Select the stage drop down and select 'Convert', you can also select the date you wish to display for Converted on the Partner record. See Below image:

 

4. Once you have selected Converted as your stage you have the option of looking for an existing record to "match" your prospect to or creating a new Partner record. You also have the option to Assign the Partner record to someone. Save Changes.

If you choose to crate a new Partner, a new Partner record will be created by cloning the prospect record with all of the prospect records information including email history. If you choose to add to an existing Partner record the prospect info will not be synced to the Partner record.

You will see the brand entry in the Brand table will say "Converted" and give you a link to the new Partner record. 

NOTE: it is best practice to go to visit this new Partner record and clean any unwanted info out as well as adding any new info to help you organize your Partner record for future use.