Settings
Partner Portal is typically used to provide your referrers with an easy accessible platform from where they can capture new leads.
If you have the access with the appropriate role, you can find it in Settings > Organisation > Partner Portal.
Partner default workflow
Assign a default workflow where partners will create new leads.
Action
The two options given here are for informing partners of their new account and portal access (only via email), as well as informing them about any existing deals that you share with them (give them access to).
If the "Partner added" email option is turned off the partner won't receive the log-in email.
Notifications
Pick the notifications the partner will be able to turn on from their own notifications settings in Partner Portal.
If turned off, the notification option will not be given for the partner on their portal notification settings.
Partners
List of all partners with access to Partner Portal
Adding a new partner
From Organisation Settings
To add a new partner (creating a new partner account) select the "Add new partner" button in the top right corner of the tab.
Here you'll be prompted to enter their name, email & phone number.
Once created the partner will need to be assigned to a user from the organisation.
If a partner is not allocated to any user, they will not receive the log-in email.
From the dots menu, you'll also have options of editing partner attributes, seeing their activity and removing them from the organisation.
From Enterprise Settings
New partner accounts can also be created from Enterprise Organisations Settings.
To add a new partner, go to the Enterprise > Organisations page.
Open the actions menu of the org to which you want to add the new partner, and choose "Show partners" option.
Continue with the "Add new" button and choose "New partner".
Lastly, in the slide out menu, complete the new partner details and confirm with the green "Add" button.
Add existing partner
Existing partner can be added in organisations via Enterprise Organisations Settings.
This is for partners who have already been added to "parent" organisations and are now being added to "child" organisations.
To add an existing partner, go to the Enterprise > Organisations page.
Open the actions menu of the org to which you want to add the partner, and choose "Show partners" option.
Continue with the "Add new" button and choose "Existing partner".
Lastly, in the slide out menu, search the partner from the "Search" field, select and confirm with the green "Add" button.
What partners see
Once added to Salestrekker, Partners will get an invitation email from the organisation owner.
When they log in to Partner Portal for the first time, they won't see any deals (unless some are already shared with them by the broker) however they will be able to create new ones by clicking the "Add new" button in the top right corner of their default workflow.
The partners can also be added to any existing deals by the broker and it will show up for them in the partner portal.
In the settings section of the partner portal the partner is able to edit their personal information such as their name or email, turn on dark mode, change their password or notifications.
If the partner is added to a deal in a different workflow, they will automatically have the option to switch to that workflow and see the deal they've been added to.
Creating a new deal
For the partner to create a new deal they'll need to add at least 1 contact in the deal which require an email, phone number, first & last name.
The deal owner for deals created by the partner can be set to one of the brokers in the organisation that were assigned to the partner in Partner Portal Settings.
Once the deal is created the partner has the option of adding any additional notes or files for the broker via the quick action button in the top right corner.
They can also check how far the deal has progressed in the workflow.
Brokers can leave notes for the partner in deals by selecting to share to a partner when adding a note or editing an existing one.
