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Solution home
Channeltivity How to User Guide
Users, Groups, & Partner Onboarding
16
Admin User Welcome Kit
Partner Approval and Onboarding Guide
What is the difference between "Become a Partner" and "Request Access" forms?
What is a Partner Manager?
What is the Difference Between a Primary Contact and a Key Contact?
See all 16 articles
Partner Agreements
4
What is the Partner Agreements Functionality and How Do I Use It?
How Do I Manually Upload a Signed Agreement to a Partner’s Profile?
How Do I Assign Partner Agreements?
How Do I Track Signed Agreements?
Home Page and Widgets
10
How do I control who appears in the Partner Managers Widget?
How do I use the Hero Banner Widget?
How do I use the Icons Widget?
How do I remove margins from around content on a Custom Page?
How do I use the HTML Code Widget?
See all 10 articles
Library and Content
11
What are Document thumbnails and how do I use them in the Library?
How do I control the order of documents in the Library?
How do Library Group permissions work?
Can I move Folders in the Library?
How Do I Delete a Library Folder?
See all 11 articles
Deal Registration
10
What is the Deal Registration Module and how does it work?
How to configure the Deal Registration workflow
How to Configure Deal Expiration
What Deals can a User see?
How to set up Deal Registration Region Permissions
See all 10 articles
Email Notifications
10
What Email Notifications Are Available?
What is the Email Log and how do I use it?
What is the Email Digest feature and how does it work?
How do I send out automatic email reminders?
How does Channeltivity send emails?
See all 10 articles
Reports
2
How do I use Dynamic Reporting to create custom reports and Views?
How do I use Analysis View to Create Custom Chart and Pivot Table Reports?
Training and Certification Module
6
What is the Training and Certification Module and how does it work?
How do I create Training Courses, Lessons and Quizzes?
How do I create User and Organization Certifications?
How do I track completed Courses and Certifications in the Training and Certification Module?
What is a Publish Status and how is it used in the Training and Certification Module?
See all 6 articles
Lead Distribution
7
What is the Lead Distribution Module and how does it work?
What happens when I assign a Lead?
Why are the Lead details hidden from the Partner until they open the Lead?
What Leads can a User see?
How does the automatic Lead assignment field work?
See all 7 articles
MDF
8
What is the MDF Module and how does it work?
What's the difference between the MDF Account Balance and Available Balance?
What are the different types of MDF Transactions?
How Do I Import MDF Funds?
How do I move an MDF Request to a different Partner Organization?
See all 8 articles
Business Planning
4
What is the Business Planning Module and how does it work?
How do I print a Business Plan?
How do I unlock a Business Plan?
How do I delete a Business Plan?
Co-Branded Collateral
2
What is the Co-Branded Collateral Module and how does it work?
How do I create and manage Co-Branded Collateral Assets?
Distributor
2
What Is the Distributor Module and How Does It Work with Deal Registrations?
How Does the Distributor Assignment Feature Work?
Referral
1
What Is the Referral Module and How Does It Work?
Security, Privacy & Compliance
5
How can Channeltivity help me comply with GDPR?
How do I track User Opt-Ins/Consent for GDPR compliance?
How Do I Update the Portal's Password Security Settings?
How Do I Edit My Portal’s Privacy & Copyright Notice?
System User Privacy Consent