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?