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?
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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