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How can I tag my One Partnership referral as a Closed Deal?

Last Updated Oct 2, 06:43 AM

To tag a One Partnership referral as a Closed Deal:

  1. Go to your Leads CRM and select a lead.

  2. Click the Leave Feedback button.

  3. Update the Status of your lead to Closed Deal.

  4. Select a feedback that you want to add.

  5. Add a message if applicable.

  6. Submit your Feedback.

After submitting, the status of your lead will be updated to Closed Deal. Congratulations on closing a sale via One Partnership!