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Partners

Learn how to manage Partners.

  • How to manage partner team members?
  • How to connect a partner application form?
  • How to invite partners?
  • How to grant yourself access to the partner portal (to view what your partners see)?
  • How to change partner referral code? (on referral links)
  • How to manage referral links for your partners?
  • How to change partner contact information?
  • How to export data?
  • How to customize partner onboarding?
  • How to allow partners to manage their own team?
  • How to use Views?
  • How to add a partner type?
  • How to comment on a note?
  • How to mention?
  • What's the difference between Partner Types and Partner Programs?
  • What is the difference between prospection and onboarding?
  • How to impersonate partners?
  • Partner Prospection
  • How to write a note?
  • How to change a Partner's main contact?
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Categories

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  • Deals
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  • Manage Account
  • Partners
  • Partner Onboarding
  • Partner Portal
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  • Rewards & Payouts
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