Submitting leads is a key part of the Surfe Partner Program. The process varies slightly depending on your partnership tier—Affiliates or Solution Providers. Here’s a step-by-step guide to help you submit leads effectively.
Submitting Leads as an Affiliate
As an Affiliate, you have two ways to submit leads:
Using Your Affiliate Link:
Log in to Kiflo, the partner portal.
Find your unique affiliate link under the “Links” section.
Share this link with your audience. Leads who sign up using your link will be automatically tracked and credited to your account.
2. Using the Lead Submission Form:
Log in to Kiflo.
Navigate to the Lead Submission Form section.
Provide the following details:
Company Name
Main Contact Full Name
Main Contact Email
Submitting Leads as a Solution Provider
As a Solution Provider, you submit leads using the Deal Creation Form in Kiflo.
Log in to Kiflo:
Navigate to the Deal Creation Form section.
Provide Lead Details:
Fill out the required fields, including:
Main Contact Information (company name, contact full name, email)
Estimated Number of Seats/Plan/Currency the lead might require
Tracking Your Leads
Once a lead or deal is successfully submitted:
The lead will appear in the Customers Tab in Kiflo once it converts.
Use the Customers Tab to monitor the status of your leads and manage your pipeline effectively.