Lead and Deal Management
This article covers day-to-day work with leads and deals: the Leads and Deals pages, the panels that open when you click a record, filtering and search, and how to customise your deal views. For creating records, see Creating Leads and Creating Deals.
Where to find it: Leads and Deals in the main navigation.
Who can use this: Any member of your team, on paid plans. Partners work with their own leads and deals in the portal instead.
Setting up
Before working with leads and deals, set up the building blocks in Settings:
Stages — your deal pipeline, per partner type. Each stage has a label, an order and a lifecycle phase.
Tags — organise leads and deals by event, campaign or anything else.
Custom Fields — capture the data you need; choose what is shared with partners and what is required.
Attribution — sources for tracking where leads come from.
Commissions — schemes that calculate partner commission on deals automatically.
If you sync with a CRM, connect it after these are in place so your fields are available for mapping — see Integrations. Journeybee works equally well standalone as your system of record for partner deals.
The Leads page
The Referrals and Resellers tabs at the top split leads by partner type (you only see tabs for the types you have enabled). Switch between a list and a board with the layout buttons — the board's columns are the three lead statuses (New, Accepted, Rejected), and dragging a card between columns changes the lead's status. The list loads more leads as you scroll — the count next to the page heading shows the filtered total. On the board, each column header shows the real number of leads in its status, and a column holding more than 25 cards has a Load more button at the bottom.
Filter by assigned or unassigned, status, tags, assigned users, partner, accepted and rejection reasons, and custom fields.
Search matches the lead's name, company, email and phone.
Create lead and Import sit top right — see Creating Leads and Lead Import (CSV).
The lead panel
Click a lead to open its panel. Tabs (some depend on your modules and setup):
Lead: The lead's details, tags, custom fields and products. Edits save as you type.
Deals: Deals linked to this lead, with a Create deal button that starts a new deal pre-linked to it.
Quote: Build or view the lead's quote (products module) — see Quotes on Leads and Deals.
Tasks: Create and manage tasks on the lead, assignable to your team and partner users.
Distributor: Manage the distributor associated with a reseller lead (distribution module) — see Distribution Management.
Assigned Users: Your team members and the partner's users on this lead.
Notes: Notes are shared — the partner can read them.
Attribution: The lead's attribution sources and dates (appears once you have created sources).
CRM: Shown when the lead is linked to a connected CRM.
History: The full activity log — visible to your team only. Each entry names who or what made the change, including the specific API key, partner key or connected app behind an automated change.
Delete a lead from the ⋯ menu at the top of the panel.
Accepting and rejecting leads
Setting a lead to Accepted or Rejected can open a short form, when your admins have switched one on under Settings → Forms. It asks for a reason and any extra fields your company added.
A Required form must be filled in before the status changes.
An Optional form can be confirmed empty with Skip.
Cancel leaves the status as it was.
The same popup appears on the lead's panel, on the deal panel's Associated lead tab, and on campaign lead panels. Partners can be asked the same form in their portal — they only see fields marked Shared and, unless your admins hide it, the reason.
Answers live on the lead's panel in an Acceptance details or Rejection details section — your team can edit them while the lead keeps that status, and they are cleared when it moves on. Accepted reason and Rejection reason are also available as list columns (hidden by default — turn them on in the Configure visible fields popover) and as filters.
The Deals page
Like leads, deals split into Referrals and Resellers tabs with a list and a pipeline layout. The pipeline's columns are your stages — dragging a card to another column moves the deal to that stage, which can trigger commission payments and CRM updates. The list loads more deals as you scroll — the count next to the page heading shows the filtered total — and a pipeline column holding more than 25 cards has a Load more button at the bottom.
Filter by assigned, unassigned, rejected, stages, lifecycle phase (New, In progress, Won, Lost, On hold, Expired), tags, assigned users, expiration status (active, expiring soon, expired, no date) and partner. With Co-selling on, the filter list (the funnel button) also has Co-sold and Not co-sold: Co-sold shows deals with at least one supporting partner, Not co-sold shows deals with none. Click the same option again to clear it. The partner filter matches a deal's supporting partners as well as its primary one, and the partner column stacks the primary partner's logo with a count of supporting partners. The referral view also has a Received / Sent direction filter.
Search matches the deal name, the lead's details and the partner name.
Create Deal and Import sit top right — Import runs the lead importer in a deals mode where every row creates a lead and a deal (see Creating Deals).
The deal panel
Deal: Name, value and currency, stage, expiration date, tags, custom fields and products, plus read-only commission and spiff totals. The value is locked while a quote or products drive it.
Quote: Build or view the deal's quote.
Associated lead: The linked lead — this is where you set the lead's status to Accepted or Rejected.
Commission: Commission entries and spiff entries for this deal — add, edit or remove them, and apply a manual override (with an amount, note and supporting document) when overrides are enabled for your company. See Payments and Spiffs.
Payments: The payment records generated for this deal, with statuses and dates (Payment tracking module; read-only here — actions happen on the Payments page).
Tasks, Associated, Notes, CRM, History: Same behaviour as on leads — notes are shared with the partner, History is team-only. The Associated tab combines what used to be separate Assigned and Distributor tabs: the deal's partners, its distributor (on reseller deals), your team, and partner contacts.
With Co-selling turned on (see Platform Modules), the Associated tab's Partners section also lists the deal's supporting partners and their roles. Any team member can add or remove supporting partners there — up to 20 per deal, and only partners of the same partner type as the deal's partner can be added. Roles are optional labels, such as Implementation or Influencer, that admins set up on the Co-selling roles tab under Categories & Tiers. The add form only picks the partner. To give a supporting partner a role, or change it, click the pencil on its row after adding it.
When admins have also set up primary partner roles (for example Sourced and Sourced + Co-sold), the primary partner's row shows its role too, with its own pencil. If nobody has picked one, the row shows the first active primary role for that partner type, or the primary label (Primary unless your company renamed it) when there are no primary roles. Partners see these roles on the deal but cannot change them.
A supporting partner sees the deal in its own portal too. It can work on it much like the primary partner — moving it between stages (where stage editing is allowed for both partnerships), updating its details, tags, custom fields and products, and sharing its notes, tasks and partner contacts — and it receives the deal's notification emails too, judged by its own conditions and sent to its own contacts — but it never sees the lead behind the deal or any of its money: quote, payments and commission stay hidden. Removing it from the deal ends its access straight away.
Delete a deal from the ⋯ menu at the top of the panel.
Customising deal views
You can choose which fields appear on pipeline cards and which columns appear in the list. These settings are shared by your whole team, and saved separately for the Referrals and Resellers views. (Your list-or-pipeline layout choice is personal.)
Go to the Deals page and pick the view tab to customise.
Click the sliders icon in the toolbar.
Use the Pipeline and List sections to adjust each layout.
Pipeline cards can show deal value, commission, tags, assigned users, custom fields and lead fields.
List columns include date created, stage, deal name, deal value, commission, expiration, tags, partner, assigned users, distributors, custom fields and lead fields (company, email, first name, last name, phone).
Remove a field with its X, restore hidden ones with Add Field, and drag to reorder. Changes save automatically.
Custom fields are filtered per view — the Referrals view offers referral custom fields, the Resellers view reseller ones. Lead views work the same way: the sliders icon on the Leads page opens Configure visible fields, where Card and List sections pick which fields appear on board cards and as list columns — including custom fields, the two status reasons and any status-form fields (shown with (Acceptance details) or (Rejection details) after their name).
Statuses and phases
Leads have three fixed statuses — New, Accepted, Rejected — set by your team. Accepting or rejecting a lead can open a form your admins configure — see Forms.
Deals move through your custom stages; each stage belongs to a lifecycle phase. A deal counts as won when it sits in a stage with the Won phase — your analytics and commission schemes key off stages and phases, not a separate flag. See Revenue and Leads Analytics.
Troubleshooting
A panel tab is missing. Quote needs the products module; Payments needs the Payment tracking module; Distributor needs the distribution module and a reseller record; Attribution appears once sources exist; CRM appears once the record is linked to a CRM.
The direction filter is missing. Received/Sent only applies to referrals — it is not shown in the Resellers view.
There is no Distributors tab on the pages. Distributor partners don't have their own lead or deal pipelines — distributors appear on reseller leads and deals, and as an optional column in the reseller deal list. See Distribution Management.
A lead or deal seems to be missing. The list loads more records as you scroll — keep scrolling, or narrow it down with search and filters. On a board or pipeline, a column only loads its first 25 cards at a time; use its Load more button for the rest.
A teammate's view looks different. Field settings are shared, but the list-versus-pipeline layout and active tab are personal choices.
Good to know
Notes on leads and deals are shared with the partner — the History tab is your team-only record.
Deleting a lead or deal also removes it from your connected CRM.
There are no bulk actions on these pages — records are edited one at a time. For bulk creation, use Lead Import (CSV).
Deal expiration is optional: configure a default in Portal Settings or per partner, and deals show a warning for their final 30 days.