Note - The Partner Platform is currently in testing and is only available to Street Labs agents.
Dashboard
When first logging into the Partner Platform, users will see their dashboard showing key reporting on how many referrals they have received and their statuses.
Referrals
From the referrals tab users can see a list of each referral they have received and can click the three dot menu on the right to view a more detailed breakdown of the referral.
From an individual referral page users update the status of their referral. Any changes made to the status here will automatically update in your Street account, showing a notification and adding a log in the activity stream. Additionally these changes are what will affect commission amounts being earned by your agency for the referral.
User can also add notes, choosing whether this should be a private note (and only stored on their partner platform) or if it should be shared with the referring agency.
Any notes shared with the referring agency will show in the activity stream of the client, for example on their sales applicant page.
Settings
From their settings users can amend any of the settings they entered when setting up their Partner Platform account.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!