PartnerPortal.io

Learn more about how to mange your Partners and Leads.

Partners and Leads

This article will walk you through the available options for managing your Partners.

How to Manage Partners

This article will walk you through the steps to create a test partner in your new portal.

Creating a Test Partner

Learn how to submit leads on behalf of partners.

Submit a Lead on Behalf of a Partner

This article is to help you attach a partner file to a partner account.

Attach Partner Files to Partner Accounts

Partners

This article will walk you through the steps of how to add a Team Member to your partner account.

How to add a Team Member?

This article will walk you through the different permissions and roles available for Team Members.

What visibility do Team Members have?

This article will walk you through the steps to Suspend a Team Member's account.

How to Suspend a Team Member's Account?

This article will walk you through the steps on how to edit the roles & permissions for partner users as an admin

How to Update Partner User Roles & Permissions as an Admin

In this article, we'll walk through the steps on adding a Partner User for a Partner on the admin side.

How to Add a Partner User For a Partner

This article will walk you through the steps on how to bulk import partner users to your portal.

How to Bulk Import Partner Users

Partner Users

This article will guide you through the available Lead management options available to you in PartnerPortal.io

How to Manage Leads

This article will walk you through how to will allow for international phone number collection within your lead registration form.

Accepting International Phone Numbers

This article will walk you through the steps on how to customize your lead (deal) phases.

How to Customize Lead Phases and Deal Stages

This article will walk you through the steps to customize your Lead Registration Form.

How to customize the Lead Registration Form?

This article will walk you through the steps to bulk import leads in your portal.

How to Bulk Import Leads

Leads

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you