Partner onboarding
How partner leads are registered
A partner code follows the lead from first visit to closed customer, so attribution and commission stay trustworthy.
Step by step
- Use a partner code
Each partner gets a unique code or URL parameter.
- Save the first landing
The partner code is stored on the first visit.
- Read the code on forms
Form submissions should save the partner code and source.
- Carry into the customer record
The partner code should follow the lead into the customer record after closing.
- Handle manual introductions
Offline leads should be possible to register manually.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.