Help Center

| Submit or View Help Requests | Developer Docs |

View desktop instructions
View mobile app instructions
Mark Potential Partners as Prospects

You must first mark interesting partners as prospects before you can begin tracking where they are in the new partner funnel. You'll do this primarily in Marketplace.

  1. From the left navigation bar, select discover-icon__vf08ef31.svg [Discover].

  2. Once in Marketplace, begin browsing for partners.

  3. Tag partners as prospects. You have 2 ways to do this:

    • Tag partners when searching through multiple partners.

    • Tag a partner as a prospect when viewing their profile.

Tag a prospect when searching through partners

Tag a partner as a prospect by hovering over their logo, then selecting check-square-solid__2_.svg [Check] when it appears below the logo.


Tag a prospect when viewing a partner's profile

Tag a partner as a prospect by going to their profile, then selecting the check-solid.svg [Checkmark].


Once you have a handful of prospects, you can begin managing your funnel more effectively.

Mark partners as not interested

You can also mark partners that you are not interested in. This will hide the partner from Marketplace for you. To view hidden partners, use the Hidden option in Marketplace's Prospects filter.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.