Channel-led businesses

Grow through dealers and agents, and stay in control of every lead.

If much of your business arrives through partners, you need to know who sent what, what happened to it and what is owed. HelioLattice gives partners their own portal and gives your team one pipeline, one duplicate check and one commission record.

Book a demo See how it fits

Who is this for? Solar companies that sell through dealers, agents, electricians and referral partners. It suits teams that need to onboard partners, receive their leads, avoid duplicates, convert good leads and record commissions.

Partner leads
This month
6 partners active
4 leads to review
  1. Leads submitted by partners
    Visible with status to each partner
    Partners
  2. Under review
    Duplicate check by your team
    Sales head
  3. Accepted as enquiries
    In your pipeline with the partner as source
    Sales
  4. Commission status
    Recorded and visible to partners
    Accounts
Source tracked on every enquiryPartner performance report
Example with illustrative data.

How a channel business runs on it

A partner programme with structure.

Partners work better when they can see the status of their leads. Your team works better when every lead arrives in one place.

Onboard partners

Partners sign up, verify their email and are approved by your team. You can suspend or reject accounts at any time.

Sign up→Approve→Active

Receive leads

Leads arrive through the portal with the customer's details and the partner's notes.

Submit→Review→Duplicate check

Convert and sell

Accepted leads become enquiries in your pipeline, with the partner kept as the source.

Accepted→Enquiry→Quotation

Reward and report

Record commission, pay it, and see which partners bring real business.

Commission→Payout→Report

What matters for channel

Tools that keep partners motivated and records clean.

Partner portal

A separate login for each partner, with a dashboard, a lead form, lead history and a commission page.

  • Email verification and password reset
  • Custom portal domain

Status visibility

Partners see the status of each lead, so they stop calling to ask.

  • Partner-visible status
  • Remarks from the partner

One duplicate check

A partner lead is held if an active enquiry already exists on the same phone number.

  • Duplicate status
  • Reviewed by your team

Commission record

Amount, status, reference and history for every commission, with an export for the partner.

  • Pending, approved, paid or rejected
  • Event history

Partner reporting

A report of partner leads and commissions shows who performs and who does not.

  • Leads and conversions
  • Commission summary

Staff referrals

Your own team can submit referrals for review, with their own statuses and report.

  • Internal referral statuses
  • Referral performance

Fewer disputes

Both sides see the same record.

Most partner disputes come from missing information, such as which partner reported a customer first and whether commission was approved. A shared record answers both questions.

  • Lead history for each partner
  • Duplicate status visible to your team
  • Commission history with each change

Why partner programmes break down →

Partner record
Lead submittedDate and details recordedRecorded
Duplicate checkReviewed against existing enquiriesChecked
Commission approvedReference recordedApproved

Example entries with illustrative data.

Keep exploring

Connected pages.

Partner portal →

See the portal in detail.

Enquiries and pipeline →

Where partner leads go.

Roles and access →

Partner and staff access are separate.

Questions

Common questions.

Can partners see our other customers?
Each partner sees only their own leads and commissions. They use a separate login that is kept apart from your staff system.
How do we avoid two partners submitting the same customer?
A partner lead is held at conversion when an active enquiry already exists on that phone number, and your team reviews the duplicate.
How is commission tracked?
Your team records the commission amount and moves it through pending, approved and paid, with a reference and history. The partner sees the status.
Can we measure partner performance?
Yes. A report shows partner leads and commissions, and enquiries keep the partner as their source for pipeline reports.
Can our own staff refer customers too?
Yes. Staff can submit referrals that follow their own review process and report.

See your partner network in one portal.

Bring your current partner list and we will show how partners would join and submit leads.

Book a demo The partner portal