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

Start onboarding

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.

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