Quick FAQ

Q: How do I create an account if I don’t have a CRM?
A: Register for spreadsheet upload.

Q: What CRMs do you support?
A: We’re always adding new CRMs. Here is what we support right now: Salesforce, HubSpot, Miscrosoft Dynamics CRM, SharpSpring CRM, Close.io, and spreadsheet upload.  Send us a note with the CRM you use and we will do our best to add support.

Other Helpful links:

Onboarding: Getting Started 

Switching between roles

Account activation for non-Salesforce users

PartnerTap Best Practices for a Salesperson

PartnerTap Best Practices for a Manager

Logout of PartnerTap