Partnership
- 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?
- 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?
- 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?