Step 7: 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 h...
Tue, 28 May, 2019 at 12:50 PM
Partner Types
To create Partner Types, go to Partners menu> Settings, and click Partner Types. Partner Types do not segment your content, but they can drive which Part...
Mon, 4 Mar, 2019 at 2:51 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
Region Settings
The Region Settings within Channeltivity enable you to categorize Partners by location. The location is based on the country listed for their Partner record...
Tue, 22 Jan, 2019 at 6:27 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, 15 Mar, 2019 at 2:36 PM