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

Configure Global Portal Settings  

☐ Configure Global Email Settings 

 Create Groups

 Organization Setup 

☐ Configure Partner Organization Fields / Become a Partner Form

☐ Create Partner Types

☐ 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

☐ Add Partner Users (Final Step)