Onboarding: Getting Started
1. Activate your account. Choose your CRM.
3. Connect with Partners. Click the “Partners” tab and immediately begin inviting, searching for and connecting with recommended partners.
Search Partners by Organization or Partner Name
Inviting Partners by Email
4. Accelerate. Browse your partners and mapped accounts and instantly identify where your best opportunities exist. Share critical intel on the go with our chat based Intel Exchange and never partner with a spreadsheet again.