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.
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:
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:
Follow these steps to change the portal password:
Follow these steps to log out of the portal: