You can monitor and track your progress throughout the implementation process by using our Implementation Guide Checklist. You can access the printable version here.


banking, business, checklist



☐ Create Groups

☐ Organization Setup 

☐ Configure Partner Organization Fields / Become a Partner Form

☐ Create Partner Types

☐ Set Prospective Partner Stages

☐ Configure Partner Regions

☐ Configure Partner Agreements

☐ Determine Library Content Structure

☐ Add Library Folders

☐ Upload Content to Folders

☐ Set Content Group Permissions for Content

☐ Configure Deal Registration Process

☐ Configure Lead Distribution Process 

☐ Configure Distributor Module  (if licensed)

☐ Configure Referral Module  

☐ Configure MDF Process (if licensed)

☐ Configure Business Planning Module (if licensed)

☐ Configure Training and Certification (if licensed)

☐ Configure Co-Branded Collateral  

☐ Configure News & Email Marketing Modules (if licensed)

☐ Update Home Page Widgets

☐ Configure Global Email Settings 

☐ Add Partner Users (Final Step)