Skip to main content

How to Send a Lead

Learn how to easily share leads with your partners in Comarketing Mode.

Lex Morrow avatar
Written by Lex Morrow
Updated over a month ago

When you send a lead, your partner instantly receives the details they need to follow up with your lead. It only takes a few steps.


Steps to Send a Lead

  1. Find the partner you’re referring.

  2. From the Actions menu, select Send Lead.

  3. Enter your lead's name, email, and phone number.

  4. Add their address or city (this helps your partner provide an accurate quote).

  5. Select the category and service requested.

  6. Review the privacy policy and check consent to contact.

  7. Click Submit — done!


That’s it!

Your partner is notified instantly, the charge goes through right away, and your payout will usually hit your Stripe-connected account within 48 hours.

Did this answer your question?