Connect with your partners

Accept a partner invitation

1. Click Partners in the left sidebar.
2. Click Connections.
3. Find the pending invitation and click Accept. You will be redirected to the Share sub-navigation tab to set your sharing scope.

Join PartnerTap through an invitation link

If a partner invited you before you had a PartnerTap account:

1. Click the link in the invitation email.
2. Create your account (opens in a new tab) following the sign-up steps.
3. Once your account is active, your connection is established automatically and you are prompted to set your sharing scope from the Share sub-navigation tab. You can come back to the connection under Partners > Connections.

No detailed data is shared with this partner until you define your sharing rules.

Proactively invite a partner

Once you have your PartnerTap account, there are two ways to proactively invite a partner to connect, depending on whether they already have a PartnerTap account.

If your partner does not have a PartnerTap account:

1. Click Partners in the left sidebar.
2. Click Invite.
3. Set your account and opportunity sharing scope and columns for this partner.
4. Add your partner’s email address and personalize the message.
5. Click Send.

Tip: Your partners do not have to be on PartnerTap to receive the invite to connect. To accept, they will need to sign up for an account.

If your partner already has a PartnerTap account:

1. Click Partners in the left sidebar.
2. Click Connections.
3. Use the search bar at the top to look up the partner by name, company name, or email address.
4. If they are found, click Invite on their tile.
5. Set your account and opportunity sharing scope for this partner.
6. Personalize your message and click Send. You do not need to add their email address since PartnerTap already has it on file.