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Accepting an Invitation to Send Leads

Received an invitation to send leads? This guide walks real estate pros through onboarding so you can start sending leads immediately.

Lex Morrow avatar
Written by Lex Morrow
Updated over 2 weeks ago

If a home service provider invited you to comarketing, this guide is for you.


Onboarding: Accept the Invitation + Complete Setup

  1. Locate your email invitation from notifications@comarketing.com and accept


  2. Review the agreement and accept to continue.

  3. Enter your account details: country, phone number, and industry.

  4. Create your password and agree to the SMS policy.

  5. Complete your profile

    1. Profile image (headshot or logo)

    2. Short bio (who you are, what you do, your niche)

    3. Cover image

  6. Enter the market you serve

  7. Complete payment setup ⚠️ ie: how you get paid! ⚠️

    1. You’ll be redirected to Stripe to connect your bank account.

    2. Leads can’t be paid out until this step is finished.


Send a Lead

  1. Go to Promotions and locate the partner you’re sending a lead to.

  2. Open the Actions menu and click Send Lead.

  3. Enter lead details

    • Name

    • Email

    • Phone number

    • Location

    • Requested service

  4. Confirm consent to contact and submit

That’s it! Your partner is notified instantly, and your payout begins processing as soon as the lead is submitted.


Track Lead Status + Deal Value

As your partner works the lead through their sales funnel, they may update its status in comarketing (ie: contacted, scheduled, won, etc.).

If a lead converts, they can also enter the final deal value.

Every lead you send is stored in your Leads table:

  • Open the Leads tab in your dashboard

  • View each lead’s status and deal value (if added)

Questions about a lead you sent? Your partner can help! They are the best point of contact for up-to-date details.

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