How to Add a New Lead to Rotate for MSP

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How to Add a New Lead to Rotate for MSP

account management1 min

How to Add a New Lead to Rotate for MSP

As an MSP, adding leads in Rotate ensures exclusive onboarding rights for your clients. Here’s how to add a new lead:

Step-by-Step Guide

1. Access the Partner Portal
   • Go to Management → Leads.
2. Add a New Lead
   • Click “Add Company” → “Add New Lead”.
   • Enter the Company Name, Company Domain, and Number of Users.
   • Click Next to save.
3. Request an EASM Report (Optional)
   • Select the lead and click “Report” → “Request”.
   • The report will be sent to the Rotate admin email within 48 hours.

Adding leads ensures that no other MSP can onboard them for one month, securing your exclusivity.

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