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How do I give access to the partner portal?

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Follow these steps to enable portal access for partners:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Click Partner Contacts.
  5. Open a record.
  6. Click the Details tab on the right sidebar.
  7. Look for the Partner Portal field.
  8. 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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