Adding a partner

Go to Leads → Partners and click New partner. A partner needs at minimum a Name and Email — that email is where their portal invite goes, and (if you've added portal users) where new-lead notifications are sent.

The Partners list

On a partner's own page you'll also find:

Editing a partner: daily cap, default commission, active/email-notification toggles, and delivery tabs

Daily cap — the maximum leads this partner should receive per day; leave blank for no limit.
Default commission per lead — see Partner commission.
Active — inactive partners are skipped entirely when routing leads.
Email notifications — whether this partner's team gets emailed when they receive a lead.
Webhook endpoints — add a URL and we'll POST every lead assigned to this partner there in real time, signed so they can verify it came from you.
Portal users — invite people at the partner to log into their own Partner portal, where they can view their leads and connect their own CRM (currently HubSpot) to receive leads automatically — that connection is set up by the partner themselves from their portal, not by you.

Assignment rules — how a lead picks a partner

Go to Leads → Assignment Rules. Each rule says: if a lead matches these conditions, send it to this partner. Rules are checked in Priority order (lowest number first) and the first matching rule wins.

The Assignment Rules list, showing priority, partner, scope and conditions

For each rule you set:

Partner — who receives leads that match.
Priority — lower numbers are checked first.
Match type — All (every condition must match) or Any (at least one must match).
Conditions — compare a form field's Key (see Building a lead capture form) against a value, e.g. loan_amount > 50000. Leave conditions empty for a catch-all rule.
Active.

Scoping a rule to one product or form

If you run multiple products or forms, a rule can be limited so it only ever applies to leads from a specific one:

Limit to product — applies to every form under that product.
Limit to a specific form — narrower still, just that one form. Picking a product first filters the form list to forms under it.

Leave both blank and the rule applies to every lead regardless of which form it came from — this matters because a generic condition like loan_amount > 50000 could otherwise accidentally match a same-named field on a completely different form. The Scope column in the list always shows you exactly what a rule currently applies to.

What happens when nothing matches

If no rule matches a lead, it's still saved — see Managing your leads — just without a partner attached, and it'll show up in your dashboard's Unassigned count. A catch-all rule (priority set high, no conditions) is the usual way to make sure nothing falls through.