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Using the Partner Portal

Learn how to use the Partner Portal.
S
Sabqat Ruba
17 Mar, 2021 - Updated 29 days ago

Introduction

The Partner Portal provides Vtiger’s partners with information about contacts, deals, cases, and quotes. In other words, the Partner Portal is a platform that contains tools and information are needed to grow your business with Vtiger.

 

The sections below talk about all the actions that you can perform on the Partner Portal.
 

Logging In 

The login credentials are sent to the partners via email. The email contains the login link and credentials.

 

Follow these steps to log in to the partner portal:

  1. Click the login link in the email. It takes you to the login page.
  2. Enter the email address and password mentioned in the email.
  3. Click Sign in.
 

Tip: it is recommended to change the password after you log in to the portal.

Adding a Record

You can add a record in any of the modules available on the portal menu. The records you add are reflected in the CRM.

 

Follow these steps to add a record:

  1. Log in to the portal.
  2. Click a module on the menu on top. For example, Deals.
  3. Click the Add Deals button. The button name varies depending on the module you select.
  4. Fill in the mandatory fields. 
  5. Click Save.

Changing the Portal Password

Follow these steps to change the portal password:

  1. Log in to the portal.
  2. Click the dropdown on the top-right corner.
  3. Select Change Password.
  4. Enter New and Confirm password.
  5. Click Save.

Logging Out 

Follow these steps to log out of the portal:

  1. Click the dropdown on the top-right corner.
  2. Click Log out.
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