Product Library — Hubs & Portals
The partner's honest window: their referrals, their status, their pipeline share — visible without a phone call.
What it is
The partner lead dashboard is the portal where a partner sees their own referred business: every referral they've sent, its current status, and its outcome — scoped strictly to their referrals, updated from the same workspace record the business works from.
What it does
It ends the 'whatever happened with…' email. The partner watches their referrals progress — received, contacted, booked, won — and gets credited visibly, which keeps the referrals coming. The business controls exactly what each partner can see.
How it fits the Logix system
Where the partner hub gathers, the dashboard accounts. It's the lead dashboard's ethic — one record, honestly shown — extended across the partnership boundary with permissions doing the guarding.
Part of the Logix hub standard — scoped per partner.
Partner Lead Dashboard — Their Referrals, in the Open
Referrals die in black holes. The Logix partner dashboard gives each partner an honest window onto their own referrals — received, contacted, booked, won — drawn from the same record the business works. This film shows why visibility keeps partners referring.
Chapters: 0:00 'Whatever happened with…' · 0:14 One record, shown honestly · 0:37 Scoped to their referrals only · 0:57 Credit, made visible
The film's full narration script and this product's podcast episode script are written and in the production queue; the finished film and episode will play here.
Every product in this library runs on one standard. A pilot is still the way in.