Implementation Guide : Support Portal & Knowledge Base

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Implementation Guide

Introduction & Table of Contents 3

Before you get started 6

Step 1: Portal Customizations 3

Step 2: Groups, Organizations & Users 4

Step 3: Library Module 6

Step 4: Notifications and Email Settings 5

Step 5: Home Page Configuration and Widgets 1

Managing Custom Page Content

Step 6: Partner and Organization Field Settings 4

Step 7: Partner Module 6

Step 8: Deal Registration 7

Step 9: Lead Distribution Module 7

Step 10: MDF Module 5

Step 11: Business Planning Module 1

Business Planning Configuration

Step 12: Forum 2

Step 13: Training & Certification Module 2

Step 14: Co-Branded Collateral 1

Co-Branded Collateral Settings

Step 15: Distributor Module 1

Distributor Module Settings

Step 16: Referral Module 5

Step 17: News & Email Marketing 4