For channel partners
Send the lead, see the status, know what you have earned.
Partners bring in business and want to know what happened to it. HelioLattice gives dealers and agents their own portal to submit leads, follow each one and see commission status, without phone calls to the installer's office.
What does the partner get? A separate login, a dashboard, a lead form, a list of their leads with status and remarks, a commissions page with history and an export of their own commission list.
- PartnerSubmit a leadCustomer details and notes
- InstallerLead under reviewStatus visible
- InstallerLead acceptedIn the installer's pipeline
- PartnerCommission statusHistory and export
How partners use it
Sign up, submit, follow, earn.
Sign up
Register, verify your email and wait for approval from the installer.
Submit
Add a lead with the customer's details and notes.
Follow
See the status the installer shows, add remarks and filter your lead list.
Earn
See commission status and history, and export your own commission list.
What partners see
Clarity that keeps partners sending business.
Own login
Email verification, password reset and one-time code sign-in.
- Separate from staff access
- Profile page
Lead form
A simple form for new leads, with detail pages for each one.
- Remarks
- Lead history
Status
A partner-friendly status for every lead.
- Seven lead statuses
- Filter and search
Commissions
Amount, status and event history for each commission.
- Pending to paid
- CSV export of your commissions
Dashboard
Totals and stats for your leads and commissions at a glance.
- Lead counts
- Commission summary
Security
Partners see only their own information.
- Own leads and commissions only
- Activity export
Questions
Common questions.
What can a partner see?
How do partners get access?
Can partners export their commissions?
See the partner portal.
Ask your installer for a demo of the partner portal, or book one for your own network.