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.
This option is also available for each partner once they login into their partner portal account so they can set the notifications for themselves.
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.
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.