Go to Settings > Partner Portal and click on 'Add New' button.

Enter your partner's email, first and last name.

Partner will receive an email from the organisation owner inviting them to log in to Partner Portal.

Once a partner is added, allocate Partner to the key person in the team who will be their primary contact.

For example, if there are several sales representatives and they all have individual referrers, each sales representative can add his own partners to the list.  Once added these should be linked to that specific user.

You will see the red notification if a partner is not assigned to any user, and partner won't be able to create any deal in the user's name on the partner portal.

By pressing "assigned to" button next to the partner's name, you will be able to choose the user to whom shout it be allocated. Just type the first few letters and select the user from the drop-down menu.

You can allocate more than one user to the partner. This is typically done where users share referrals from the same person ('partner').

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