Step 8: Partner Module
Profile, vet, onboard partners, and manage your partners
Partners are the foundation of your partner program with Channeltivity you can: recruit, profile, vet, onboard partners, and manage your Partners. You will ...
Tue, 27 May, 2025 at 4:47 PM
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
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
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
This article explains how to set up and configure the Agreements functionality to automate your Partner and Distributor contracting process. For more inform...
Fri, 18 Apr, 2025 at 11:00 AM