​How to manage onboarding pipelines?

This page explains how to create or delete onboarding pipelines. In order to have a global overview of partner onboarding on Kiflo, please read Partner Onboarding. 

Create new pipeline

Go to Manage > Partner onboarding, then click the New pipeline button:

Choose a name for your new pipeline (ex: " Reseller onboarding", "Solution providers onboarding").

Define the pipeline visibility for partners:

• Toggle on Visible to partner main contacts to make the pipeline, its stages, and actions visible to the partner main contacts. So they can complete actions from their partner portal.
• Toggle off Visible to partner main contacts to hide the onboarding process from partners. They won't be able to complete actions from their portal.

Finally, click Add:

Delete existing pipeline

You have two ways of deleting onboarding pipelines:

1. From the Partner onboarding page
2. From a particular onboarding pipeline's page

From the Partner onboarding page

Go to the Partner onboarding page, select the pipeline you want to delete, then click the Delete button:

From a particular onboarding pipeline's page

Open the onboarding pipeline you want to delete, then click the Actions menu, then Delete:

Change visibility for partners

At any time you can change the onboarding pipeline's visibility:

• Make it visible for partner main contacts
• Hide it from the partner's main contacts

In order to change the visibility:

• Open the pipeline's page
• Click on the Edit link in the About this pipeline section
• Toggle on or off Visible to partner main contacts