FAQs in this section
How do I become a Vtiger Partner/Reseller?
Do you have any resellers or partners?
How do I install the partner portal?
How do I add partner contacts?
How do I give access to the partner portal?
How do I navigate to the partner portal configuration page?
What can I configure about the partner portal?
How do I log in to the partner portal?
How do I add records from the partner portal?
Can I change my partner portal's password?
How do I log out of the partner portal?

How do I add partner organizations?

Follow these steps to add partner contacts:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Click Partner Organizations.
  5. Click +Add Record.
  6. Enter information such as the partner organization’s name, type, etc.
  7. Set the Partner Status as Active.
  8. Link the contact you created in the previous section to the organization using the Primary Contact field.
    • You can also create new contacts by clicking the + icon.
  9. Click Save.
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