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Partner Portal (Settings)

How to set up Partner Portal

Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

General Information

Partner Portal is typically used to share deals with your business partners, e.g. referrers.

Here, in Settings > Partner Portal, is where you can:

  • create new partner accounts

  • select their default workflow

  • control their notifications and

  • assign users (brokers) to partners with an account

Partner Default Workflow

The first step in settings is to pick a Default workflow where new deals added by partners will be placed.

The image below shows recommended 'Leads' workflow for all new deals added by partners.

Actions and Notifications

Actions and Notification settings are referring to notification and updates sent to the partner.

  • If Partner added email is off, partner will not receive an email invite with login details

  • If Deal shared with partner email/sms is off, partner will not receive notifications when he is added to a new deal

Partners can receive Email and SMS Notifications when:

  • the deal changes stage

  • user shares a file

  • and a note with the partner

Set up by switching toggles on or off.
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This option is also available for each partner once they login into their partner portal account so they can set the notifications for themselves.
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If some options are switched off under the organization Partner Portal settings, a partner will not receive the sms / email notification for those events, even if they have that particular option set to on under their own portal settings.

List of partner accounts

All partners added under the organization need to be allocated to a user(s), so they can be able to create the deals under the Partner Portal.
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If a partner is not allocated to any user, they will not be able to create and assign the deals to users.


Any existing deals that you wish to share with your newly added partner will require you add them to those deals as members. Steps on how to do that are in this article.

In this article, you can check out how the partner portal looks and how partners can create new leads.

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