Leads and deal registration
Every referral tracked from introduction to invoice
Partners refer leads with your form, a tracked link or a quick-refer page, or register the deals they are working. Your team approves, works the deal in your CRM, and the commission follows automatically.
Referrals fall through the cracks when they arrive by email
A referral in an inbox has no status, no owner and no record of what the partner was promised. When it closes months later, someone has to remember who sent it, look up the rate, and work out what was paid.
Partner.io records who referred what and when, attributes every lead to a partner and rep, keeps a timeline of each change, and turns recorded revenue into commission without a spreadsheet.
Leads. Every referral with its status, deal value and commission, synced to your CRM.
Leads
What are leads?Leads are the referrals your partners send you. Each tracks its status, deal value, and commission as it progresses.Learn more ›
Search leads...FiltersReferred At · NewestExportCreate
| Lead | Partner | Partner Rep | Status | Referred At | Deal Value | Revenue | Commission | Pending Commission |
|---|---|---|---|---|---|---|---|---|
| Hawk Digital | Brightline Agency | Priya Raman | Won | Aug 12, 2026 | $18,000.00 | $18,000.00 | $1,800.00 | $0.00 |
| Fjord Analytics | Brightline Agency | Priya Raman | Approved | Aug 28, 2026 | $9,500.00 | $0.00 | $0.00 | $950.00 |
| Lumen Health | Cobalt Consulting | Marcus Lee | Pending | Sep 03, 2026 | - | $0.00 | $0.00 | $0.00 |
| Atlas Logistics | Cobalt Consulting | Marcus Lee | Approved | Sep 01, 2026 | $24,000.00 | $12,000.00 | $0.00 | $2,400.00 |
| Harbour & Co | Signal Partners | Dana Okafor | Lost | Jul 19, 2026 | $6,000.00 | $0.00 | $0.00 | $0.00 |
| Kestrel Foods | Signal Partners | Dana Okafor | Approved | Sep 05, 2026 | $14,200.00 | $0.00 | $0.00 | $1,420.00 |
| Orbit Media | Halo Integrations | Sam Ito | Rejected | Aug 30, 2026 | - | $0.00 | $0.00 | $0.00 |
| Vega Retail | Brightline Agency | Priya Raman | Won | Jul 02, 2026 | $31,000.00 | $31,000.00 | $3,100.00 | $0.00 |
20 «‹123›»128 results
Where leads come from
Six ways a lead reaches you, one record for each
- ChannelReferral form
- How it worksA rep refers a lead from the portal, from a quick-refer page that needs no login, or through the Register & Refer widget on your site. One form, composed by you, used everywhere.
- ChannelReferral links
- How it worksEach rep gets a unique tracked version of every referral link you create. Install the tracking script and signups are attributed to the partner automatically, with clicks, leads, revenue and revenue per click reported.
- ChannelDeal registration
- How it worksReps register deals they are working, with value, currency, expected close date and contact. When a deal closes it becomes a won or lost lead and syncs to your CRM.
- ChannelYour team
- How it worksAdd a lead by hand, import a list, or use the Slack command that opens your referral form as a modal.
- ChannelIntegrations
- How it worksA Shopify app install matched to a referred store, a paid Stripe invoice tied to a promo code, or a lead synced in from your CRM.
- ChannelInbound email and API
- How it worksForward a referral email and Partner.io extracts the lead. Or create and update leads through the REST API.
Working a lead
What your team does, and what happens automatically
- [01]A referral arrives as PendingYour team is notified in-app, by email and in Slack. Lead auto-approval can approve referrals that match conditions on the form answers or the referring partner, and it records every run, including the ones left for review.
- [02]Approve and syncApprove from the list or the lead page. If a CRM is connected and lead sync is on, the lead becomes a HubSpot, Pipedrive or Salesforce record with the partner and rep attached, owned by round-robin, the partner manager or a person you choose. Where contact sync is enabled, new leads can also sync as CRM contacts, with partner and rep association labels on HubSpot.
- [03]Work the deal where you already doStage, deal value, products and notes flow back from the CRM. The partner sees the deal tracker and can message you on the lead from their portal. Files can be attached either side.
- [04]Record revenueRevenue arrives from paid Stripe invoices, Shopify payments, recurring revenue plans or a manual entry. Each payment triggers the commission perks on the partner's tier.
- [05]Close and payMark the lead Won and the closed date is stamped. Commissions created along the way move through approval, invoicing and payout.
Lead statuses
A lead is always in exactly one of six statuses
- StatusPending
- What it meansA new referral waiting for your review. Approve it to start working the deal, or reject it. Auto-approval can do this for referrals matching your conditions.
- StatusApproved
- What it meansYou have accepted the referral and are working it. Commission accrues as revenue is recorded. Lead approved perks fire here.
- StatusRejected
- What it meansThe referral was declined. It earns the partner nothing.
- StatusWon
- What it meansThe deal closed. The closed date is stamped and the partner earns commission on revenue recorded against the lead.
- StatusLost
- What it meansThe deal did not close, so no commission is owed.
- StatusChurned
- What it meansA customer you had won has since left.
Deal registration
See deals while your partners are still working them. A lead is a referral your team works. A deal is an opportunity the partner works and keeps you posted on.
Reps register deals from the portal with a value, currency and expected close date, then move them through six stages on a board.
Deal registration. Partners register deals they are working and drag them through six stages. Closed deals become leads in your CRM.
Deals
Deal Board
Manage your deals and track progress with Acme Software
Search deals, contacts...7 total deals
New2
Orbit Media
ops@orbitmedia.example
$ $8,000
Priya● 30 Sep
Kestrel Foods
ops@kestrelfoods.example
$ $14,000
Priya● 30 Sep
Qualified1
Pinecone Labs
ops@pineconelabs.example
$ $22,000
Priya● 30 Sep
Proposal2
Vega Retail
ops@vegaretail.example
$ $31,000
Priya● 30 Sep
Halcyon Studios
ops@halcyonstudios.example
$ $6,500
Priya● 30 Sep
Negotiation1
Hawk Digital
ops@hawkdigital.example
$ $18,000
Priya● 30 Sep
Closed Won1
Fjord Analytics
ops@fjordanalytics.example
$ $9,500
Priya● 30 Sep
Closed Lost0
No deals here
- Closed stages are one-way: a closed deal can be swapped between Won and Lost but never reopened
- Your team edits the name, value and close date and messages the rep on the deal
- On close, Partner.io creates a won or lost lead attributed to the rep and syncs it to your CRM
- Your team is notified when a deal is registered, won, lost or updated
Partner Introductions
Send leads the other way, too. When you know a partner is the right fit for a prospect, refer the lead to them.
The partner accepts or declines from their portal, and the conversation stays on the introduction so co-sell motions have a record.
Partner Introductions.
Partner Introductions
What are partner introductions?Leads you refer to a partner. The partner accepts or declines from their portal, and the conversation stays on the introduction.
Search introductions...FiltersSent At · NewestRefer a lead
| Lead | Contact | Sent To | Status | Sent At | Sent By | Message |
|---|---|---|---|---|---|---|
| Kestrel Foods | Maya Chen | Brightline Agency | Approved | Sep 04, 2026 | Jordan Blake | Hi, Maya at Kestrel Foods is looking for exactly what you do. Happy to intro. |
| Vega Retail | Sam Ortiz | Cobalt Consulting | Pending | Sep 06, 2026 | Jordan Blake | Hi, Sam at Vega Retail is looking for exactly what you do. Happy to intro. |
| Halcyon Studios | Ali Reyes | Signal Partners | Rejected | Aug 29, 2026 | Dana Okafor | Hi, Ali at Halcyon Studios is looking for exactly what you do. Happy to intro. |
| Pinecone Labs | Lee Novak | Halo Integrations | Approved | Aug 21, 2026 | Jordan Blake | Hi, Lee at Pinecone Labs is looking for exactly what you do. Happy to intro. |
| Orbit Media | Ren Ito | Brightline Agency | Pending | Aug 18, 2026 | Dana Okafor | Hi, Ren at Orbit Media is looking for exactly what you do. Happy to intro. |
20 «‹123›»23 results
- Contact details and a message travel with the introduction
- Partners approve or reject with one click
- Contact requests from your public partner directory arrive the same way
Synced to your CRM, partner attached.
A lead becomes a HubSpot, Pipedrive or Salesforce record with the partner on it. Status comes back the other way once it is synced.
Hawk DigitalApprovedHubSpot deal · Brightline Agency
Deals partners work themselves.
Deal registration with six stages on a board, so resellers can move an opportunity along and you can see it coming.
RegisteredQualifiedProposalWon
“We're not just seeing more referrals, we're seeing better ones. The quality, the consistency, the visibility. It's all gone up since we moved to Partner.io.”
FAQ
Questions about this capability
Can I change which partner a lead belongs to?
No. The partner and rep are fixed when the lead is created because commission is attributed to them. Create a new lead if a referral was recorded against the wrong partner.
What happens when a lead is synced to my CRM?
The CRM owns the status from then on. The status badge in Partner.io follows what the CRM reports, and pipeline stage, deal value and products are pulled back on each sync.
Who can register a deal?
Partner reps, from the portal. Your team sees every registered deal, can edit its value and close date, and can message the rep, but the stage reflects where the rep has the opportunity. Deal registration is enabled per account by Partner.io.
Can partners see my notes?
Only notes you mark as shared. Everything else on the lead, including custom fields you set to Hidden, stays with your team.
Can I ask my own questions on the referral form?
Yes. Lead fields support text, long text, email, URL, phone, number, money, date, checkbox, select and multi-select. Put a field on the form, set what partners may see of the answer, and use the answers in auto-approval and reward conditions.
Where do I see everything about a lead?
On its profile: key stats, Overview, Activity and Messages tabs, the lead's contacts, and its revenue with where each payment came from. Details save as you edit them, and the ⌘K search finds any lead by name.
Guides and templates
Running this part of your program? Free guides and templates on the same topic.
- GuideHow to start a B2B referral program: a step-by-step planHow to start a referral program for a B2B company: who should refer, how to set the reward, what counts as a qualified referral, the referral journey, a 30-day launch plan and what to track from day one.
- GuideDeal registration: the process, the rules and a worked exampleHow deal registration works in a SaaS partner program, step by step: what partners submit, how you approve it, how long protection lasts and how to settle conflicts.
- TemplateB2B referral program templateA free B2B referral program template in Word: who can refer, qualified referral rules, a rewards table, payment terms, protection period, response times, tracking fields, a launch checklist and program terms.
- TemplateDeal registration form templateA free deal registration form template for SaaS partner programs, with required and optional fields, a partner attestation, a vendor approval section and a one-page policy summary.
- GuidePartner-sourced vs partner-influenced revenue: rules, CRM fields and an exampleWhat counts as partner-sourced and partner-influenced revenue, the attribution rules and time windows to use, how to set them up as CRM fields, and how to report both without double counting.
- GuideChannel conflict in SaaS: types, examples and how to resolve itThe types of channel conflict a SaaS partner program runs into, real-world style examples, the rules of engagement that prevent most of it, and a resolution process for the rest.
Platform
Every part of the program, in one system. Pick up where this page leaves off.
- [01]Partner portalWhere partners find their next step, their leads and what they have earned.
- [02]Leads & deal registrationSee where every referred lead and registered deal stands, synced with your CRM.
- [03]Tiers, commissions & payoutsKnow what is owed, approve it, and pay it through Stripe.
- [04]Tax complianceCollect W-9s before payouts, track the 1099 threshold and generate 1099-NEC forms at year end.
- [05]Training & certificationAI-drafted courses with scored lessons, badges and verifiable certificates, inside the portal.
- [06]AutomationFollow-ups and approvals that run on rules you set once.
- [07]Deal Surround & Partner DiscoveryFind the partner who can open a target account, and new partners worth recruiting.
- [08]Partner engagementAnnouncements, newsletters, events, surveys and a Partner Room for agreements, material and assets.
- [09]User referralsLet your users refer other companies from inside your product, and pay them automatically.
- [10]IntegrationsHubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, ChatGPT, API and MCP.