Use the Partner Directory
The Partners workspace is your daily view of the program: four account totals on top, then a table you can search, filter, and sort.1
1. Read the account totals
- Partners — total, split into active and pending.
- Applicants & clients — referred contacts with at least one commission.
- Lifetime commissions — everything earned, all time.
- Pending payout — earned but not yet paid.
+ (e.g. 5+) means more partners are unloaded — click Load more partners and the totals recalculate.2
2. Search
Type into Search name, email, or ID; the table filters as you type.
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3. Filter by status
Active, Inactive, or Pending — each with its own count. Status comes from your CRM; Pending usually means signed up but not yet approved or enrolled.
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4. Filter by campaign
Useful once you run more than one campaign.
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5. Sort
Click Partner, Referred, Lifetime, Pending, or Last activity; click again to reverse. Lifetime descending is the default, so top earners lead.
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6. Open a partner
Click any row to open the partner record.
Reading a row
Tips
- A partner with 0 referred and $0 lifetime is usually new — confirm they are enrolled in a campaign.
- Filters stack. If the table looks empty, click Clear search & filters.
- Sorting only orders loaded rows; with a
+on the counts, load the rest before treating a sort as a ranking.