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As a Certified Consultant, you can manage leads from partner search in MYOB Practice.

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titleTo view your leads
  1. On the left of MYOB Practice, click Practice ().

  2. Under Partner Hub, click Manage leads.

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    In Manage leads, you'll see all Open and Accepted leads, with the newest leads at the top.
  3. If you want to see more details, select the lead you're interested in viewing.
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titleTo accept or reject a lead
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New leads that you haven't accepted or rejected will be listed as Open. These leads will expire after 5 days.

  1. On the left of MYOB Practice, click Practice ().
  2. Under Partner Hub, click Manage leads.
  3. Select the lead you want to accept or reject.

  4. On the right, select Reject and Remove or Accept Lead.

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<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;Frequently Asked Questions (FAQs)</h2>

Understanding how leads work

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titleHow many leads will I get?

Partner search is an organic search portal, which means we don't control the number of leads you'll receive. Instead, these factors determine how many leads you get:

  • your profile listing
  • the services you provide
  • the area you provide your services in
  • the amount of SMEs and clients needing your services.
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You can increase the chance of receiving new leads by adding more information to your profile. To update your profile, go to partner search profile.

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titleI can't see any leads in Manage leads. What do I do?

Make sure that you've logged into MYOB Practice with the same email address that you used for your partner search profile. We use the email address from your partner search profile to show you your leads in MYOB Practice.

If the leads are still not visible, call partner support (AU: 1300 555 117 | NZ: 0800 696 227) or contact us.

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titleHow long do leads stay open?
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Leads will typically contact more than one practice, so make sure you respond as quickly as possible to new leads

A new lead stays open for exactly 5 days, including weekends and public holidays. For example, if you receive a new lead at 2.00 pm on Friday, that lead will expire and disappear at 2.00 pm on the following Tuesday.

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titleCan I reject a lead after I've accepted it?

No. When you've accepted a lead, you're not able to reject it, as accepting the lead triggers notifications in the system's back end that can't be reversed.

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titleCan I access expired or rejected leads?

No. When a lead has expired or been rejected, you won't be able to access it anymore.

Managing your profile in partner search

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titleHow do I enroll in partner search?

Contact your account manager or call Call partner support (AU: 1300 555 117 | NZ: 0800 696 227).

When you've been given access, you'll receive an email confirmation.

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titleWhat happens when I've been added to partner search?

You can log into your partner search profile and edit your profile. To increase your chances of receiving a lead through partner search, enter all your details into your profile:

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titleHow do I make my profile show up in partner search results?
  1. Log into your partner search profile.
  2. Click Next until you reach Page 3.
  3. Mark the Show my profile in search results checkbox.
  4. Click Submit.

 

 

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