Submitted leads

An affiliate can send you a lead from their portal. You review it before any customer or money record is added.

Turn on the form

1. Open Submitted leads in your dashboard.
2. Turn on Allow affiliates to submit leads.
3. Add any extra questions. Choose text, one choice, or multiple choices.
4. Mark a question Required if every affiliate must answer it.

The form always asks for the lead name, contact email and estimated deal size. An affiliate can enter 0 when they do not know the deal size. You can add up to 50 extra questions. Removing a question keeps answers that were already submitted.

Submit a lead

1. Open the affiliate portal and choose leads.
2. Enter the lead details and answer the questions.
3. Click Submit lead.

Your lead starts as pending. Only you and the program staff can see your submission.

Review a lead

1. Open Submitted leads in the owner dashboard.
2. Read the lead details and answers.
3. Choose Review approval or Decline.

To approve, enter the customer ID, actual payment amount and commission amount. The estimate does not become a payment by itself. Click Approve and create records to create one customer, one payment record and one pending commission. You can then review the commission in Commissions.

This records a payment you received outside Referral Bear. It does not charge the customer or send a payout. Use the payment’s refund action if that payment is later refunded.

To decline, enter a reason. The affiliate can read your note. Declining does not create a customer or commission.

Fix a problem

• Questions changed: refresh the form and use the current questions.
• Customer ID already exists: check the existing customer before adding another. Do not create a second customer just to retry an approval.
• Affiliate must be active: review the affiliate’s status before approving the lead.
• Lead submissions are closed: the owner must enable the form and the program must be active.

A repeated submission or approval request does not create duplicate records. Turning off the form stops new submissions; it keeps the leads already sent.