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Solution home
Implementation Guide
Introduction & Table of Contents
3
Channeltivity Welcome Kit
Introduction & Table of Contents
Implementation Guide Checklist
Before you get started
5
Preparing for your Channeltivity Implementation
Navigation and Controls
Channeltivity Support and Contact Methods
General Portal Settings
Localization Settings
Step 1: Portal Customizations
3
Portal Skin Manager - Logo and Color Scheme
Menu & Page Manager
Custom Page Configuration
Step 2: Groups, Organizations & Users
4
Group Creation
Group Permissions Defined
Organizations
Users and Contacts
Step 3: Library Module
3
Library Settings
Adding Folders and Uploading Content
Setting Permissions for Library Content
Step 4: Notifications and Email Settings
5
Email Settings
Email Templates Report
User Account Email Templates
User Account Admin Email Notifications
Automatic Email Reminders
Step 5: Home Page Configuration and Widgets
1
Managing Custom Page Content
Step 6: Partner and Organization Field Settings
4
Partner User Field Customization and Visibility
Partner Record Field Customization
Organization Field Requirement and Visibility
State/Province Requirement Settings by Country
Step 7: Partner Module
6
Partner Module Settings
Partner Types
Prospective Partner Stages
Partner Module Email Notifications
Region Settings
View all 6
Step 8: Deal Registration
7
Deal Module Settings
Deal Email Notifications
Deal Sales Stages and Guided Selling
Lost Reasons
Registration Status Workflow
View all 7
Step 9: Lead Distribution Module
7
Lead Distribution Settings
Lead Email Notifications
Web-to-Lead Form
Lead Campaigns and Sources
Lost Reasons
View all 7
Step 10: MDF Module
5
MDF Settings
MDF Approval Workflow
MDF Activities
MDF Email Notifications
MDF Custom Fields
Step 11: Business Planning Module
1
Business Planning Configuration
Step 12: Forum
2
Forum Configuration
Forum Module Settings
Step 13: Training & Certification Module
2
Training and Certification Settings
Training & Certification Email Settings
Step 14: Co-Branded Collateral
1
Co-Branded Collateral Settings
Step 15: Distributor Module
1
Distributor Module Settings
Step 16: Referral Module
3
Referral Module Settings
Referral Status Workflow
Referral Email Notifications
Step 17: News & Email Marketing
4
News Module Settings
Topics
News Item Headings
Email Marketing Module Settings