FAQs in this section
How do I install the partner portal?
How do I add partner contacts?
How do I add partner organizations?
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 give access to the partner portal?
Table of Contents
Follow these steps to enable portal access for partners:
When you do this, the portal login details are sent to the partner on their email address save in the partner contact record.
Tip: You can enable portal access while creating a partner contact.
To know more about Partner Portal, click here.
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Click Partner Contacts.
- Open a record.
- Click the Details tab on the right sidebar.
- Look for the Partner Portal field.
- Enable the checkbox and press Enter.
When you do this, the portal login details are sent to the partner on their email address save in the partner contact record.
Tip: You can enable portal access while creating a partner contact.
To know more about Partner Portal, click here.
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