Channel partner networks

Bring partners in without losing track of who brought whom.

Partners register leads, ownership is recorded from day one, and every partner’s contribution is visible.

What gets in the way

  • Partners send leads on WhatsApp and email with no registration record
  • Ownership disputes settled by argument, not evidence
  • No clear view of which partners actually bring bookings

How Sales OS helps

  • Lead registration with a timestamped ownership record
  • Claims checked against the lead’s full timeline
  • Leads, visits and bookings for every partner firm

The workflow

  1. Partner registers lead
  2. Ownership checked
  3. Site visit
  4. Booking
  5. Partner credited

Registration

Who brought whom, recorded from day one.

Partners register their leads, and the registration is timestamped against the lead. Existing leads under a partner claim stay with that partner.

  • Lead registration by partners
  • Timestamped ownership records
  • Claims follow the registration

Claims

Disputes settled by evidence.

When two parties claim a lead, the AI lays out the timeline: registration, first enquiry, visits and who was present.

  • Claim evidence from the timeline
  • Clear, fair decisions
  • Partner sees the outcome

Performance

Which partners really sell.

Leads, site visits and bookings for every partner firm, so you can invest in the partners who bring buyers.

  • Leads, visits and bookings per firm
  • Partner performance over time
  • Hide buyer phone numbers from partners

Other solutions

Keep exploring

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business forward?

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  1. Enquiry
  2. Qualified
  3. Site visit
  4. Negotiation
  5. Booking
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