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 give access to the partner portal?
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 navigate to the partner portal configuration page?
Table of Contents
You can configure the partner portal after installing it.
Follow these steps to go to the portal configuration page:
You will land on the portal configuration page.
To know more about configuring Partner Portal, click here.
Follow these steps to go to the portal configuration page:
- Log in to your CRM account.
- Click the Main Menu.
- Click the Settings button at the bottom of the menu.
- This will take you to the Settings page.
- Look for Partner Portal under Marketing & Sales.
You will land on the portal configuration page.
To know more about configuring Partner Portal, click here.
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