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 functionality is a picklist field on the Partner record that allows you to categorize and flag your Partners for reporting purposes and Ag...
Wed, 27 Dec, 2023 at 12:20 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