How do I add records from the partner portal?

You can add a record in any of the modules available on the portal menu. The records you add are reflected in the CRM.

Follow these steps to add a record:

1. Log in to the portal.
2. Click a module on the menu on top. For example, Deals.
3. Click the Add Deals button. The button name varies depending on the module you select.
4. Fill in the mandatory fields. 
5. Click Save.

To know more about Partner Portal, click here.