To find the list of your leads, navigate to: Dashboard > Partner > Leads.

Here, you will find a list with Leads you have added: people who may be interested in Seenspire, but do not have a trial account yet.

Adding a Lead

1. Click on the blue Add Lead button.
2. Fill out the name of the company and the name of your contact.
3. Click Add. They should now appear in the list immediately.

Managing Leads

When you add a lead, you also create an "empty" Seenspire account. You can access and control these accounts, adding content or branding as you see fit.

Navigate to your name in the top right corner > click the dropdown > switch account > customer name.

To learn more about setting up accounts for leads, click here.

Converting a Lead

When you are ready, you can convert a lead to a trial or paid user.

Navigate to: Dashboard > Partner > Leads.

In the list of Leads, find the one you want to convert to an active trial or a paid plan.

1. Click the "heads" button on the right.
2. In the pop-up, fill out the contact information for the lead. They will receive their invitation email on the email address you provide, so make sure it's correct.
3. Select a plan.
4. Select the right "status" from the dropdown (trial or paid user).
5. Click Convert to Account.

This lead will now receive an invitation email to log into his account.