How leads work for partners

A lead is a migration request from a switcher that has reached you — either sent to you directly from your profile or a post, or matched to your specialties. Every lead lands on your Leads page with the requested switches, the client’s urgency and goals, and actions to respond. In partner mode, Leads is your pipeline: each accepted lead becomes a full project workspace.

A new lead arrives as Pending. Review the switches and the client’s notes, then either Accept it (the request becomes Matched and the client is notified) or Reject it if it is not a fit. Responding quickly matters — the client is waiting, and fast responses build your reputation.

Accepting a lead commits you to sending a proposal. Open the lead workspace and click “Create proposal” — it works like a structured quote:

1. 1

   Describe your approach

   How you will run the migration, what the client can expect, and the timeline.

2. 2

   Set the budget

   Your price in DKK. Be explicit about what is included so there are no surprises at invoice time.

3. 3

   Send it

   The client gets a notification and reviews the proposal on their side. The lead shows “Awaiting client” until they respond.

If the client declines, you see their reason and the lead moves to Under review — revise the proposal and send an updated version.

When the client accepts your proposal the lead becomes Accepted. Click “Start work” to move the project to In progress — this is where the full workspace opens up.

Each lead detail page is a project dashboard. The header shows the request reference, the migration path, and the live status. Below it:

• Timeline & proposal — the deal history and your accepted proposal.
• Tasks — the migration task board (see below).
• Configuration — the checklist of details you need from the client.
• Invoices — create, send, and track invoices.
• Conversation — the project message thread with your client.
• Sidebar — client card, project metrics (age, tasks, messages, ETA), and the activity feed.

The task board is how you plan and track the migration. Use the setup wizard to generate a task plan from templates — tasks grouped by category (preparation, data migration, configuration, testing, go-live) with priorities — then adjust it to the project. As you move tasks from to-do to in progress to done, the client sees the same progress in real time on their side.

Use the configuration panel to request the details you need from the client — access credentials, domain records, export files, and so on. Build the checklist from templates or add custom items, then send it. The client fills it in as a form on their request page, and their answers appear in your workspace.

Invoices are created inside the project. Add your bank details once (account holder, IBAN, BIC, VAT number) — they attach to every invoice automatically.

1. 1

   Create a draft

   Add line items — the first one is pre-filled with the migration itself — plus tax percentage and a due date. Invoice numbers are generated automatically.

2. 2

   Send it

   The client sees the invoice with your bank details and pays by transfer. You can see when they have viewed it.

3. 3

   Confirm payment

   The client marks “I’ve paid” after transferring; you confirm receipt and the invoice becomes Paid. You can also mark it paid yourself once the money arrives.