Submit Referral – Partner Portal

Please complete the form below to submit a referral (this page uses the same referral form accessible outside the portal). Make sure to include all your information so you get credit for the lead.

Referral Form

Used to referral prospects

Your Company Information
Main Partner EMAIL ID*
Please add your referral partner email (it is the MAIN email for your portal site (it may be the same or different than your personal company email below). It is used as your partner ID # to ensure you get credit.
Company Name*
YOUR Company Name - not lead's
Name*
First Last
Email*
Website*
Include http:// in front of URL
Phone*
Today's Date*
MM slash DD slash YYYY
Prospective Customer Details
Contact information for the prospect you would like to refer
Prospect - Company Name*
Name of the Company referred
Prospect Name
Name of your primary contact
First Last
Prospect Address
Provide billing address (as much info as you know). OPTIONAL field--but REALLY helpful.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Prospect Contact Email*
Prospect Website*
Prospect Phone*
Which Products?
List Products Referred (also include services, maintenance, anything you talked to them about)*
How Many Users?*
Estimate the number of potential users
How Soon?*
Apx how soon are they looking to make a decision?
- Immediately (contact NOW)
- Within 2-4 weeks
- 4+ weeks
Competitors?
What are they using currently and what other options are they considering?
Tell Us About The Prospect?*
What have you told/shown them so far? Any unusual circumstances or dynamics (the IT guy makes the decisions, but sales recommends, etc.).
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Comments
This field is for validation purposes and should be left unchanged.

Referral Form

Your Company Information

Prospective Customer Details

Which Products?

Telephone

Email

Address

Business Hours