Manage Your New Partner Funnel

impact.com has a tool to help you track where you're at with prospects and outreach efforts, and can even show you how many partners have joined your program via Discover.

1. From the left navigation bar, select [Discover].

2. Then select Prospects from the left navigation menu.

   • From here, you can view your entire funnel, see where prospects are at in the funnel, filter for specific criteria, send emails and proposals, and archive prospects you're no longer interested in having join your program.

Track where partners are in the funnel

Select any of the stages at the top of the Prospects screen to view the prospects at that stage in the funnel. You can filter for multiple stages at the same time.

For example, selecting New will only show you prospects that you have tagged as prospects, but have not emailed or sent any proposals to.

Filter Options

Filter	Description
New	Partners you've tagged as prospects, but have yet to email or send a proposal to.
Outreach	Partners to whom you've sent an email or message.
Negotiating	Partners without an accepted contract, including those awaiting a decision, those who haven’t accepted your proposal, those who countered your proposal, and those whose application you’ve countered.
Joined	Partners that have joined your program.
Expired	Partners that haven't responded to your proposal by the set expiration date.
Rejected by Partner	Partners that have rejected your proposal.
Rejected by You	Partners that you have rejected from joining your program.

Set additional filters

There are additional filters you can use to look at prospects beyond just where they are in the funnel. These filters are found below the funnel stages. You can use both these additional filters and the funnel stage filters at the same time. For example, you can filter for only New filters that have a medium Partner Size / mid-level Creator Tier.

Additional filters

Filter	Description
Search bar	Filter for a specific partner by entering their name or ID.
Contract Stage	Similar to the funnel stages, this filter has some more specific stage options that fit within a funnel stage. For example, a partner in the Negotiation funnel stage might have the Publisher Countered contract stage.
Show	Select whether you want to show or hide partners you've archived.
Group	Which partner group the partner belongs to. This will only apply to partners that have joined your program.
Assigned To	This filter will return partners that were assigned a specific brand representative to negotiate with.
Partner Size	The partner's partner size.
Business Model	What type of business the partner runs.
Custom field options	Filter for partners by their responses to the custom fields in your survey.

Source

Filter prospective partners by the sources from where they were tracked.

Source filters

Filter	Description
Applications	Filter for prospects that were aggregated from external applications.
Marketplace	Filter for prospects that were aggregated from the brand marketplace.
Extended Search	Filter for prospects that were identified through extended search features.
Impact AI	Filter for prospects that impact.com AI tools have aggregated.
Messaging	Filter for prospects that were aggregated through impact.com's in-app messaging feature.
Staff Recommended	Filter for prospects that impact.com's CSMs have aggregated.
Prospect Import	Filter for prospects that were imported using the Prospect Import feature.
Creator Search	Filter for prospects that were identified through the Creator Search feature.
Other	Filter for prospects not aggregated by any of the above sources.