FAQs in this section
How do I become a Vtiger Partner/Reseller?
Do you have any resellers or partners?
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?

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.
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