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 mention?
- What's the difference between Partner Types and Partner Programs?
- How to comment on a note?
- How to impersonate partners?
- What is the difference between prospection and onboarding?
- Partner Prospection
- How to write a note?
- How to change a Partner's main contact?