How to start onboarding partners?
This page describes how to onboard a partner in an existing onboarding pipeline. If you haven't created an onboarding pipeline yet, please refer to How to manage onboarding pipelines?
In this article
In order to start onboarding a partner:
- Open the Partners onboarding page (see: How to view partner onboarding?)
- Select the pipeline you want to onboard the partner into using the top-right dropdown
- Click the Start onboarding button
Search for the partner you want to onboard:
And finally, click the Start button. The partner is automatically added to the first stage.