# 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 ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-256572041ef9ad75d3e67aab1e9567ec34b8b0e8%2Fd99a087cccc9a98794d66a4acf8e8cafc425b112ce63c86d965965b30e3b91b4.svg?alt=media) **\[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.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-4eb9be72da8b6bc3785761b53b07ac0417c64cfd%2F5e5d246b55161a7bcef455c374bfd8ccd09f109f2c587d7a0a3b872a6c9dd506.png?alt=media" alt=""><figcaption></figcaption></figure></div>

<details>

<summary>Filter Options</summary>

| 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.                                                                                                                                             |

</details>

#### 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*.

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-f4bc5e964a4adcbfeaf6669c2d7ab7dee1987d77%2F407c433aea6e10c5ed62de767bc43ed6654a8fa0529db2756181628e79ad1e81.png?alt=media" alt=""><figcaption></figcaption></figure></div>

<details>

<summary>Additional filters</summary>

| 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](https://help.impact.com/brand/platform-features/reach-out-to-partners/partner-groups/create-and-manage-partner-groups) 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](https://help.impact.com/brand/platform-features/reach-out-to-partners/partner-management/partner-size-rating-criteria).                                                                                 |
| 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](https://help.impact.com/brand/performance-program/recruiting-partners/impact-ai-explained) have aggregated.                                             |
| Messaging         | Filter for prospects that were aggregated through impact.com's in-app [messaging feature](https://help.impact.com/brand/platform-features/reach-out-to-partners/messaging/send-a-message-to-a-partner). |
| 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](https://help.impact.com/brand/platform-features/prospect-import-for-brands/prospect-import-explained).                      |
| Creator Search    | Filter for prospects that were identified through the [Creator Search feature](https://help.impact.com/brand/platform-features/creator-search/find-creators-with-creator-search).                       |
| Other             | Filter for prospects not aggregated by any of the above sources.                                                                                                                                        |

</details>
