Partner Management
Where to find it
Sidebar > Partners
Partner Management
A partner is anyone who receives leads from you: a buyer, an affiliate, an internal sales team, a partner agency. Every partner has a single record in Leadflip that defines their contact info, delivery preferences, caps, pricing, and billing details. That single record is what every Distribution Profile assignment refers to.
Where to find it
Sidebar > Partners. You can also create a partner from inside a Distribution Profile when adding an assignment.
Adding a partner
- Click Add Partner.
- Fill in the basics:
- Name. Display name. Used everywhere a partner is referenced.
- Primary contact email. Used for notifications and (if applicable) email delivery.
- Phone. Optional.
- Add billing details if you'll be invoicing this partner (see Billing section below).
- Save. The partner is created and immediately available for assignment in any Distribution Profile.
Partner record fields
The partner record is divided into sections.
Contact info
- Name, email, phone, address
- Internal notes (visible only to your team, never shared with the partner)
- Tags (free-form, useful for grouping partners across profiles)
Billing details
Required for invoicing this partner:
- Legal entity name (may differ from display name)
- Billing address (street, postal code, city, country)
- VAT ID / Tax number. Used for reverse-charge logic on EU B2B invoices.
- Payment terms. Net 7, net 14, net 30, or custom days.
- Currency. Falls back to your Entity's default.
See Invoicing for how these fields drive invoice generation.
Delivery settings
Per-partner delivery method. Choose Email, Webhook, or Portal. See Delivery Channels for the full configuration of each.
Caps
Limits on how many leads this partner can receive. Configure any combination of:
| Cap type | Resets |
|---|---|
| Per day | At midnight in the partner's configured timezone |
| Per week | Monday 00:00 |
| Per month | First day of the month at 00:00 |
| Lifetime / Total | Never (use sparingly) |
When a cap is full, the partner is automatically skipped in routing. The next eligible partner in the profile receives the lead instead. Caps reset on their own schedule.
Portal access
If you want the partner to log in and view their leads (and invoices), enable portal access here. See Partner Portal.
- Generate or set their login email
- Send the invitation
- Configure permissions (read-only by default; some setups support lead acceptance / rejection from the portal)
Active vs. inactive
A partner can be temporarily disabled without deleting them. An inactive partner:
- Does not receive any new deliveries (routing skips them as if their cap were full)
- Cannot log into the portal
- Stays visible in historical reports and invoices
To re-enable, toggle them back to active. No data is lost.
Deleting a partner
Avoid deleting partners with historical deliveries; you'll lose the audit trail. Set them to inactive instead. If you genuinely need to delete (e.g., a partner created by mistake with no history), the Delete action is on the partner detail page.
Bulk operations
- Search and filter by name, email, tags, or status
- Bulk activate / deactivate from the partner list
Common workflows
Adding a new buyer
- Add the partner record (contact + billing + payment terms).
- Set their delivery method.
- Configure portal access if they want it.
- Open the relevant Distribution Profile.
- Add an assignment: pick the partner, set filter rules (if any), set the per-lead price.
- Send a test lead through the profile to verify delivery.
Pausing a partner
- For a long break: toggle to inactive.
- For a short break (out-of-office, capacity hold): set a daily cap to 0 instead. The partner stays active and can be resumed instantly by raising the cap.
Tightening quality with an underperforming partner
If a partner has high cancellation rates (visible in Analytics), the usual response is one of:
- Tighten the filter rules on their assignment so only better-qualified leads route to them
- Reduce their daily cap
- Lower their per-lead price to match the quality they actually accept
- Pause them outright