Partner Status Management | Not Active vs. Temporarily Stopped

One aspect of running a successful lead generation business is maintaining precise control over your lead flow, whether distributing leads to insurance agents or home improvement contractors. Control over who receives leads and when can differentiate between smooth operations and costly mistakes.

The boberdoo system offers partner status management options beyond simple on/off toggles. In this post, we'll go over these controls and how the differences between "Not Active" and "Temporarily Stopped" statuses.

Updating Account Statuses

Updating the Account Status of a partner can be done in one of two ways. From the manage partner account section, you can update the account status on the right side of the partner information; you can update multiple partners from this page. You can only set Active and Not Active statuses from this page. The second way also includes the Temporarily Stopped status. When editing a partner, head to the Account Information section, from there you can set one of three account statuses: Active, Not Active and Temporarily Stopped. When managing buyer accounts in boberdoo, you have two primary options for controlling lead flow to a partner:

Not Active (Admin Control)

When an admin sets a partner's status to "Not Active" from the manage partner accounts interface, the partner is turned off from receiving anything. Only an admin can reactivate the account when a partner's status is inactive.

This status is particularly valuable when:

• A buyer has payment issues or outstanding invoices
• There's a dispute that needs resolution before resuming lead delivery
• You need to permanently or semi-permanently stop lead flow for compliance reasons
• A buyer needs to be removed from the rotation until contract terms are renegotiated

Not active is like a one-way street. Once set, the partner cannot override this status on their own.

Temporarily Stopped (Two-Way Control)

The "Temporarily Stopped" status serves a different purpose. This status can be:

• Set by an admin from the partner information page
• Set by partners themselves through their portal login
• Reversed by partners through their portal login

Temporarily stopped is the two-way street. This gives partners autonomy to manage their own lead flow when appropriate, while still providing visibility to system administrators.

Self-Service Lead Buyers

One use case for the "Temporarily Stopped" functionality is enabling lead buyers to manage their capacity. By allowing buyers to log into the partner portal and toggle their status, you create several advantages:

1. Demand Management: Insurance agents on vacation can pause their lead flow without requiring admin intervention.
2. Capacity Control: Home improvement contractors can temporarily pause leads when their schedule is full, then reactivate when they're ready for more business.
3. After-Hours Management: Partners working outside your office hours can adjust their status based on real-time needs.
4. Resource Optimization: Your administrative team isn't burdened with routine status change requests.

One boberdoo client reported that implementing self-service status management reduced their administrative overhead by a few hours per week, time previously spent processing "pause my leads" and "start my leads again" requests.

Implementation Best Practices

To maximize the benefits of these status controls, consider these implementation strategies:

1. Clear Communication: Talk to your partners and make sure they understand the difference between statuses and when they can self-manage their accounts.
2. Regular Checks: Periodically review temporarily stopped accounts to identify patterns or issues requiring intervention.
3. Training: Make sure your team understands the distinction to prevent accidental use of the wrong status type.

When relevant, switching partners between "Not Active" and "Temporarily Stopped" statuses allows for more control, flexibility, and automation. By utilizing these controls, you can balance maintaining business control and giving partners self-service options.

Lead generation companies in competitive verticals like insurance and home improvement, found that using these statuses leads to more efficient operations, happier partners and better protection for your business interests.

If you haven't explored these controls in your boberdoo system, consider how they might improve your lead flow management strategy.