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?
How do I navigate to the partner portal configuration page?
What can I configure about 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 log in to the partner portal?
Table of Contents
The login credentials are sent to the partners via email after you enable portal access for them. The email contains the login link and credentials.
Follow these steps to log in to the partner portal:
Follow these steps to log in to the partner portal:
- Click the login link in the email. It takes you to the login page.
- Enter the email address and password mentioned in the email.
- Click Sign in.
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