Onboarding: Getting Started

Oct 28, 2018

1. Activate your account. Choose your CRM.

2. Download the PartnerTap app. Partner on the go and stay informed with our mobile app.

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.

5. More Help. You can reach out directly to us on the Support page. Or visit our more detail Getting Started Guide.

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