> For the complete documentation index, see [llms.txt](https://docs-vnext.kiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-vnext.kiflo.com/manage-partners/recruit-partners/activate-new-partners-from-prospect-or-applicant-statuses.md). # How to activate new partners from the Prospect or Applicant statuses? Whenever prospects are moved to the Closed won stage on the prospection pipeline, you can decide to activate them. This will give them access to Kiflo, and you can also enroll them in your onboarding process if wanted. ## Activating new partners from the Prospect or Applicant statuses One of the main benefits of the new prospection pipeline is that you can quickly activate new partners, enabling them faster. Whether you immediately [start onboarding](/manage-partners/onboarding/customize-partner-onboarding.md) or [invite partners](/manage-partners/partner-records/invite-partners.md) to Kiflo by sending them an invitation, all these processes will occur smoothly. ### Choose target program When you move a prospect to your Closed Won prospection stage, a pop-up will open up, enabling you to activate the partner quickly. You will have first to choose the partner program that the prospect will fall under, for example, Referral Bronze, Silver, or Gold. Optionally, you can also grant the partner access to Kiflo by toggling **Has access to Kiflo.** ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-2eca9c7c85b94d478926374de421da68782ae452%2F64898df07f8c2575e3544da7.png?alt=media) If the toggle is off, there will be nothing more you can do. However, granting them access will allow you to move to the next step: fill the partner's main contact information, invite the partner, and start an onboarding process. ### Fill in the main contact information In this step, you must provide more information about the partner main contact. You can decide between sending an invitation email for them to access the partner portal right away. ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-fa494110dc6e909734d1ca1f7ab15eef20af6ef2%2F64898e00969cec658daaf987.png?alt=media) If the toggle is off, you can click **Close** as you don’t want to send an invitation immediately, the new partner will be activated, and an account will be created on Kiflo. However, you will have to send the invitation manually. If the toggle is on, click **Next** to the next step, where you can decide which invitation email to send and also start onboarding the partner. ### Invite partner During this step, you will have to select the email template that will be used to invite the partner. You can have different templates, for example, ones for referral partners, resellers, or affiliates. You can then pick the one that suits the specific context. Once you have a preview of the invitation, you can click **Next**, taking you to the very last step, and start to onboard your new partner. ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-0e3bac030d51bea2360327cee65f91450abe36d3%2F64898e115fc2fe6b6dc5fe71.png?alt=media) ### Start onboarding In the last step, you can decide whether you want to start onboarding your partner. ![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-59e75e97b05ae61e8e1a678d58906f2909b84689%2F64898e215fc2fe6b6dc5fe72.png?alt=media) If you want them to begin onboarding immediately, select the **Start onboarding** option. The partner will be moved to the first stage of the chosen onboarding pipeline. If you don’t want to onboard your partner because no onboarding process is defined on Kiflo, click **Skip onboarding**, and the new partner will be activated. The prospect will receive the invitation by email without being part of the onboarding pipeline. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs-vnext.kiflo.com/manage-partners/recruit-partners/activate-new-partners-from-prospect-or-applicant-statuses.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.