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.

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

Learn how to submit leads on behalf of partners.

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

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

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

This article will walk you through the steps 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

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

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

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

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

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

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

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

Find answers and get help from Intercom Support and Community Experts

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

Tickets submitted through the messenger or by a support agent in your conversation will appear here.