> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/performance-program/recruiting-partners/prospective-partners/manage-your-new-partner-funnel.md).

# 管理你的新合作伙伴漏斗

impact.com 有一个工具，可帮助你跟踪与潜在合作伙伴和外联工作的进展情况，甚至可以显示有多少合作伙伴通过 Discover 加入了你的项目。

1. 从左侧导航栏中选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FLGBlwxuVWsrxNsjYUMjf%2Fdiscover-v2%20\(1\).svg?alt=media\&token=8a0e56eb-ff89-4046-8e72-ad2b503f8bf9) **\[发现]**.
2. 然后选择 [**潜在合作伙伴**](https://app.impact.com/secure/advertiser/discover/radius/fr/partner_prospecting.ihtml) 左侧导航菜单中的。
   * 在这里，你可以查看整个漏斗，了解潜在合作伙伴处于漏斗的哪个阶段，按特定条件进行筛选，发送电子邮件和提案，并归档你不再希望其加入项目的潜在合作伙伴。

## 跟踪合作伙伴在漏斗中的位置

选择潜在合作伙伴页面顶部的任一阶段，即可查看处于该漏斗阶段的潜在合作伙伴。你可以同时筛选多个阶段。

例如，选择 *新建* 只会向你显示你已标记但尚未直接发送电子邮件、消息或提案的潜在合作伙伴——发送简报不会改变这一点。

<div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FoxJx8m0zDIsvYCRzQ9jd%2FUntitled%20design%20(39).png?alt=media&amp;token=279c5c7f-1da1-4f57-8732-aa4fee889a15" alt=""><figcaption></figcaption></figure></div>

<details>

<summary>筛选选项</summary>

| 筛选器    | 描述                                                                          |
| ------ | --------------------------------------------------------------------------- |
| 新建     | 你已将其标记为潜在合作伙伴，但尚未直接向其发送电子邮件、消息或提案的合作伙伴。发送简报不会将潜在合作伙伴移出“新建”——请参见下方说明。        |
| 外联     | 你已通过直接电子邮件、消息、提案或电子邮件工作流联系过的合作伙伴。                                           |
| 谈判中    | 没有已接受合同的合作伙伴，包括正在等待决定的合作伙伴、尚未接受你的提案的合作伙伴、对你的提案提出反提案的合作伙伴，以及你对其申请提出反提案的合作伙伴。 |
| 已加入    | 已加入你项目的合作伙伴。                                                                |
| 已过期    | 未在设定的到期日期前回应你提案的合作伙伴。                                                       |
| 合作伙伴拒绝 | 拒绝了你的提案的合作伙伴。                                                               |
| 你拒绝    | 你已拒绝其加入你项目的合作伙伴。                                                            |

</details>

<details>

<summary>Prospect status reference</summary>

| Status              | Description                                                                                                                                                                                            |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| New                 | Partners you've tagged as prospects, but have yet to email, message, or send a proposal to directly. Sending a Newsletter doesn't move a prospect out of New — see the callout below.                  |
| Outreach            | Partners you've contacted with a direct email, message, or proposal, or through an Email Workflow.                                                                                                     |
| 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>

{% hint style="info" %}
**为什么我联系后，我的潜在合作伙伴仍处于“新建”阶段？**

潜在合作伙伴会从 **新建** 到 **外联** 仅在你单独联系他们时才会移动——即来自潜在合作伙伴页面或合作伙伴侧边抽屉的直接电子邮件、消息或提案，或者通过 [电子邮件工作流](/brand/zh/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/email-workflows/create-and-manage-email-workflows.md) 发送。

**发送简报不会将潜在合作伙伴移出“新建”。** 如果你首次外联使用的是简报，即使潜在合作伙伴已收到你的邮件，他们仍会停留在“新建”阶段。要让他们继续推进，请直接发送电子邮件、消息或提案，或手动更改其阶段。
{% endhint %}

<details>

<summary>是什么让潜在合作伙伴从“新建”变为“外联”？</summary>

| 操作                         | 将潜在合作伙伴移至“外联”？ |
| -------------------------- | -------------- |
| 来自潜在合作伙伴页面或合作伙伴侧边抽屉的直接电子邮件 | 是              |
| 来自潜在合作伙伴页面或合作伙伴侧边抽屉的消息     | 是              |
| 已发送提案                      | 是              |
| 电子邮件工作流发送                  | 是              |
| 手动更改阶段                     | 是              |
| 发送简报                       | 否              |

</details>

## 设置其他筛选条件

除了查看潜在合作伙伴在漏斗中的位置之外，你还可以使用其他筛选条件。这些筛选条件位于漏斗阶段下方。你可以同时使用这些其他筛选条件和漏斗阶段筛选条件。例如，你可以仅筛选 *新建* 具有中等 *合作伙伴规模* / 中级 *创作者等级*.

<div data-with-frame="true"><figure><img src="https://1186853034-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>其他筛选条件</summary>

| 筛选器     | 描述                                                                                                                                                                              |
| ------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 搜索栏     | 通过输入名称或 ID 筛选特定合作伙伴。                                                                                                                                                            |
| 合同阶段    | 与漏斗阶段类似，此筛选条件包含一些更具体、且适用于漏斗阶段的阶段选项。例如，处于 *谈判中* 漏斗阶段的合作伙伴可能具有 *发布者已还价* 合同阶段。                                                                                                     |
| 显示      | 选择你要显示还是隐藏已归档的合作伙伴。                                                                                                                                                             |
| 组       | 哪一个 [合作伙伴组](/brand/zh/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-groups/create-and-manage-partner-groups.md) 该合作伙伴所属的。这仅适用于已加入你项目的合作伙伴。 |
| 分配给     | 此筛选条件将返回被分配给特定品牌代表进行谈判的合作伙伴。                                                                                                                                                    |
| 合作伙伴规模  | 该合作伙伴的 [合作伙伴规模](/brand/zh/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/partner-size-rating-criteria.md).                       |
| 商业模式    | 合作伙伴经营的业务类型。                                                                                                                                                                    |
| 自定义字段选项 | 根据合作伙伴对问卷中自定义字段的回答来筛选。                                                                                                                                                          |

来源

根据潜在合作伙伴被追踪来源进行筛选。

**来源筛选**

| 筛选器       | 描述                                                                                                                                                          |
| --------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| 申请        | 筛选从外部申请中汇总的潜在合作伙伴。                                                                                                                                          |
| 市场        | 筛选从品牌市场中汇总的潜在合作伙伴。                                                                                                                                          |
| 扩展搜索      | 筛选通过扩展搜索功能识别出的潜在合作伙伴。                                                                                                                                       |
| Impact AI | 筛选由 impact.com [AI 工具](/brand/zh/what-would-you-like-to-learn-about/performance-program/recruiting-partners/impact-ai-explained.md) 汇总的潜在合作伙伴。              |
| 消息        | 筛选通过 impact.com 的应用内 [消息功能](/brand/zh/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/messaging/send-a-message-to-a-partner.md). |
| 员工推荐      | 筛选由 impact.com 的 CSM 汇总的潜在合作伙伴。                                                                                                                             |
| 潜在合作伙伴导入  | 筛选通过 [潜在合作伙伴导入功能](/brand/zh/what-would-you-like-to-learn-about/platform-features/prospect-import-for-brands/prospect-import-explained.md).                  |
| 创作者搜索     | 筛选通过 [创作者搜索功能](/brand/zh/what-would-you-like-to-learn-about/platform-features/find-partners-and-creators/find-creators-with-creator-search.md).             |
| 其他        | 筛选未由以上任何来源汇总的潜在合作伙伴。                                                                                                                                        |

</details>


---

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