Partner Help

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Your deal pipeline

Every lead sent to you shows up in your dashboard with its current status. Use the status dropdown next to each lead to move it along as the project progresses — Accepted → In Progress → Completed, or Lost if it doesn’t work out. Keep this current; it’s how Solar Gemz knows a sale actually happened.

What “new” leads mean

A lead shown without a status dropdown is already on your account, but is still waiting on a first look from an admin before it’s yours to work. Once that happens, the dropdown appears and you can start moving it through the pipeline.

Sending a lead back

Not a fit for you? Use the Decline button next to any lead (unless it’s already marked Completed) to send it back for rematching — it comes off your queue right away.

Changing your password

Use the password field near the bottom of your dashboard. You’ll need your current password to set a new one.

Unsubscribing from emails

Every email we send has an unsubscribe link at the bottom. Using it stops future emails to that address — it doesn’t affect your account, your leads, or how leads keep being assigned to you.

Questions?

Contact Solar Gemz directly if anything here doesn’t match what you’re seeing, or if you think you’re missing a lead you should have.