How to view partner onboarding?

This page describes how to view the current state of the onboarding pipeline for a given partner.

In this article

Onboarding page

Open the Partners onboarding page from the Partners menu (in red):

This page shows all partners currently in the selected pipeline.

You can switch to another pipeline by clicking the top-right dropdown (in green in the above screenshot), and selecting another pipeline:

Partner's page

It's possible to view and manage the current onboarding process of a particular partner from the partner's page:

  • Open the desired partner's page
  • Click on the Onboarding tab

From this page, you can track and manage the onboarding process for the current partner. Here is how to do it: How to track and manage the onboarding of a particular partner?

Next step

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