Partner Management

Partners are the buyers or recipients who receive leads from your distribution. Each partner has contact details, delivery settings (email or webhook), and caps (limits on how many leads they receive).

Adding a Partner

1. Go to Partners in the sidebar (or add from within a Distribution Profile).
2. Click Add Partner or Create Partner.
3. Enter the partner's details:
   • Name – Display name (e.g., "Acme Realty")
   • Email – Primary contact for notifications and delivery
   • Phone – Optional
   • Notes – Internal notes for your team
4. Save. The partner is created and can be added to distribution profiles.

Partner Details

Each partner record includes:

Caps

Caps limit how many leads a partner receives.

• Per day – Max leads per calendar day.
• Per month – Max leads per calendar month.
• Custom period – Some setups support custom periods (e.g., per week).

When a partner hits their cap, they are skipped for the remainder of the period. The cap resets at the start of the next period.

Organizing Partners

• Group by profile – In the profile view, see which partners are in each profile.
• Search and filter – Find partners by name, email, or status.
• Active vs inactive – Disable partners temporarily without deleting them.

Next Steps

• Add partners to distribution profiles
• Configure delivery channels
• Invite partners to the portal