Two types of leads
Kiflo supports two directions of lead exchange between you and your partners. Shared Leads — You are the source. You create a lead in Kiflo and assign it to a partner, for example when you want a reseller to follow up on an inbound inquiry. The partner receives a notification and must accept or decline the lead before working on it. Submitted Leads — The partner is the source. Partners submit leads directly from the partner portal (or via a referral link, lead form, or standalone lead form). You review each submission and accept or decline it.You can also submit a lead on behalf of a partner — useful when a partner
sends you lead information outside of Kiflo. In that case the lead is
accepted automatically.
The lead lifecycle
Every lead in Kiflo moves through a defined set of statuses.
Once a lead is accepted you can convert it to a deal directly from the lead detail page. If you have matching properties set up between leads and contacts, those values copy across automatically — no re-entry needed.
Key features
Auto-accept
If your workflow doesn’t require manual review of every lead, you can set the validation strategy to No validation. All incoming leads will be accepted automatically the moment a partner submits them.Channel conflict detection
Before you accept a lead you may want to know whether another partner — or your direct sales team — is already working with that prospect. Enable channel conflict detection in Account Settings and Kiflo will flag any lead whose client email domain matches an existing lead, deal, or customer.Re-assignment
After you share a lead with a partner you can reassign it to a different partner at any time, as long as the lead is still in Pending status. You can include a deadline and add a private or partner-visible note when you reassign.Standalone lead form
Every partner team member has a personal, bookmark-able lead form URL they can use to submit leads without logging in to the portal. You can retrieve these URLs from the partner’s Team tab in the admin portal.Next steps
Referral Links
Track partner-referred visitors automatically with unique referral links and first-party cookies.
Lead Forms
Customize the lead submission form, share leads, and configure validation settings.
Deals Overview
Understand how leads progress into qualified deals and move through your pipeline.
Deal Registration
Configure what partners see and submit when registering a new deal.