Partner Portal

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Enter a new lead

Add new tag

Enter a new contact

Add a new company

Enter a new task

  • Call customer
  • Email customer
  • Send documents
  • Arrange a meeting

Enter a note on a lead

  • Call customer
  • Email customer
  • Send documents
  • Arrange a meeting

Update Lead Created Date

Edit a note on a lead

Cancel lead

Edit task

Mark as closed

Closing the lead will mark it as completed successfully and close any related tasks.

Cancel Task

Cancel this task if it is no longer required to be done.

Enter a new lead

Recording...

Create/update lead from email

To create a new lead from an email simply add a BCC to lead@partner.devicie.com

If a lead exists with that email address, your email will be captured and attached to the lead

Add a new lead

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You can reach your debug session by clicking here

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