How to customize Partner Program settings?

Settings are key to customizing what partners can do and view when they are partners of this program.

Customizing partner program settings

Each program has settings that can be customized if need be. Follow these steps to customize them:

  • Go to Programs
  • Select the Program
  • Click on the Settings tab

Once there, you will see settings relating to leads, deals, line items, and others.

You can customize them based on your preferences.

Some examples of the ways you can customize your partner program settings include; preventing partners from submitting leads, registering deals, updating deals, changing the deal stage, or hiding pages on the partner portal

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