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 log in to 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?
What is the Cases Module in the Vtiger Partner Portal?
What is a Case ID in the Cases Module of the Partner Portal?
What are the case statuses in the Cases Module of the Partner Portal?
What are the priority levels in the Cases Module of the Partner Portal?
What is the Ticket Category in the Cases Module of the Partner Portal?
How can I upload files to a case in the Partner Portal’s Cases Module?
How do Updates help in tracking case progress in the Partner Portal?
What are Touch Points in the Partner Portal’s Cases Module?
How do I add a new case in the Cases Module of the Partner Portal?
How do I sort or filter cases in the Partner Portal’s Cases Module?
How do I edit a case in the Cases Module of the Partner Portal?
How do I view case details in the Cases Module of the Partner Portal?
How do I add records from the partner portal?
Table of Contents
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:
Follow these steps to add a record:
- Log in to the portal.
- Click a module on the menu on top. For example, Deals.
- Click the Add Deals button. The button name varies depending on the module you select.
- Fill in the mandatory fields.
- Click Save.
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