Implementation Guide (20)

Channeltivity's Implementation Guide takes you through step-by-step instructions that will help you manage, customize and configure your portal to meet your partner program needs.

Introduction & Table of Contents (3)

Before you get started (3)

Step 1: Portal Configuration (5)

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Step 2: Portal Customizations (3)

Step 3: Groups, Organizations & Users (4)

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Step 4: Library Module (6)

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Step 5: Notifications and Email Settings (5)

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Step 6: Home Page Configuration and Widgets (1)

Managing Custom Page Content

Step 7: Organization Field Settings (5)

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Step 8: Partner Module (5)

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Step 9: Deal Registration (7)

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Step 10: Lead Distribution Module (7)

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Step 11: MDF Module (5)

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Step 12: Business Planning Module (1)

Business Planning Configuration

Step 13: Forum (2)

Step 14: Training & Certification Module (2)

Step 15: Co-Branded Collateral (1)

Co-Branded Collateral Settings

Step 16: Distributor Module (1)

Distributor Module Settings

Step 17: Referral Module (6)

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Step 18: News & Email Marketing (4)

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