Track Partner Recruitment Efforts Overview

As you search through Discover, you'll come across partners that seem a good fit for your program. You should tag these partners as prospects to track your recruitment efforts more efficiently and see where in the new partner funnel (the journey a partner goes on to join your program) they are.

Partner recruitment process

When recruiting partners, the partner recruitment process will guide you from marking potential partners, and communicating with them to archiving partners.

1. Mark potential partners as prospects
2. Manage your new partner funnel
3. Send an email or message to a prospect
4. Send a proposal to a prospect
5. Archive partners