How to view partner onboarding?

This page describes how to view the current onboarding stage for one or many partners.

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 the current onboarding stages of a particular partner from the partner's page:

  • Open the desired partner's page
  • Check the Onboarding section in the left sidebar

It lists all stages the current partner is in. In the above example the partner is in:

  • the Connected stage of the Default pipeline
  • the Training stage of the Reseller onboarding pipeline

Next step

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