Once added to Salestrekker, Partners will get an invitation email from the organization owner.  Once they log in to Partner Portal for the first time, they won't see any deal but will be able to add a new deal (if this option was enabled in Settings).

Partners with few deals shared with them might see a similar screen to this one:

When adding a new deal, partners are required to add the contact's First and Last name, phone number and email address, and a few lines of summary notes to explain the deal background.

Deal Title will be automatically created and will have the name of referral partner included. Partners can also select which broker they refer deal to and can add deal labels if they wish to receive advanced reports with lead segmentation.

Partners can add multiple contacts if required ('+ Add New Contact').

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