FAQs in this section
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?
Does the CRM have the capability to handle third parties, such as a client's partners, who have their own contacts?
How do I add partner organizations?
Table of Contents
Follow these steps to add partner contacts:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Click Partner Organizations.
- Click +Add Record.
- Enter information such as the partner organization’s name, type, etc.
- Set the Partner Status as Active.
- 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.
- Click Save.
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