New project

Point it at a solution. Paste the list.

The solution URL is enough: the vendor is derived from it (override if you want). Targeting below feeds the scoring, so the machine knows who the vendor actually wants.

What are you selling?

Project name

Solution URL (required)

Vendor URL (optional)

What happens to the list?

Score and rank first DRiX scores every partner on fit and you pick who goes to Engage. Best when you are still deciding who to go after.

Skip scoring, send straight to Engage No fit score and no decision step. Best when you already know who you want, and the list already has the contacts.

What should Engage build?

Everything is on until you turn something off. Email and LinkedIn can be cut to just the first message.

Who does the vendor want? optional

Scoring uses this. Leave it empty to score against any partner.

Partner types (pick any that fit)

Customer sizes (who the partner sells to)

Countries (comma-separated)

Industries (comma-separated)

Your list

One domain per line. Paste as many as you have.

One line per company. Only the domain is required.

domain, company, full name, title, email, notes, slot
acme.com, Acme IT, Jane Doe, CEO, jane@acme.com, MSP focus, c1

Slot is c1, t1, m1 or p1 and defaults to c1. Comma or tab separated, so a paste from a spreadsheet works.

Partner list (one domain per line, paste as many as you have)