A partner who finds a prospect can register them — a way of saying “this one is mine” before doing the work of winning it. The business decides whether to accept the claim, and once they do, the partner has a protected window to work it in.
For a partner: registering
- Give the company name. Everything else — website, contact, value — is optional and helps the business recognise them.
- Confirm you have the person's permission to share their details. That confirmation is recorded, with the date.
- You will be told straight away if the prospect is not available.
What the answers mean
- Registered — the claim is with the business to confirm.
- Sent to be looked at — a similar company name is already on their list, so a person will check rather than a machine guessing. Your registration still stands.
- Not available — someone else registered this prospect first, and their claim is still live.
- Already yours — you registered them before; look in your own list.
- Already a customer — the business already works with them, so there is no claim to make.
The protected window
Once the business approves, the claim is protected for a set number of days — 90 unless they chose otherwise. The clock starts when they approve, not when you register, so a slow decision does not eat into your time. While it runs, nobody else can register that prospect.
When the window lapses without the deal closing, the prospect becomes available again. That is what the window is for.
For a business: deciding
- Approve and a lead is created, allotted to that partner, visible on their board.
- Ask for more if you cannot tell who they mean.
- Reject, with a reason — the partner is told what it was.
Duplicates
An exact match on website or email address is treated as certain, and the second partner is refused. A similar name is treated as a guess: the registration is created and sent to you to look at, because refusing on a guess would lock a partner out of a prospect they found honestly.
See also giving a partner your leads for what happens after a claim is approved.