Step 8: Partner Module

Profile, vet, onboard partners, and manage your partners

Partner Module Settings
Partners are the foundation of your partner program with Channeltivity you can: recruit, profile, vet, onboard partners, and manage your Partners. You will ...
Wed, 13 Sep, 2023 at 4:30 PM
Partner Types
The Partner Types picklist field on the Partner record allows you to categorize and flag the different types of Partners in your channel program. The field ...
Mon, 13 May, 2024 at 6:50 PM
Prospective Partner Stages
You choose the process you want for approving/denying Prospective Partners. You can manage this process using the Prospective Partner Stages functionality. ...
Mon, 4 Mar, 2019 at 2:52 PM
Partner Module Email Notifications
Your portal comes with a set of email notifications for the Become a Partner form. To customize the notifications: Go to Settings > Partners > Email...
Tue, 29 Jan, 2019 at 1:15 PM
Partner Agreements
Set up and configure the Partner Agreements functionality to automate your Partner contracting process. Learn more about how the Partner Agreements function...
Fri, 26 May, 2023 at 5:11 PM