Getting started for Vendor
- Getting Started for vendors
- How to edit partner details
- How to add or edit a lead form
- How to invite a partner?
- Statuses and stages explained
- Core and addon modules
- Setting up forms
- Partnerplace setup guide
- Register a Vendor account in Partnerplace
- Plan selection
- Deleting your account
- Tasks module in Partnerplace
- Custom fields in Partnerplace
- Exemplary use case of custom fields
- Table configuration and filters in lists
- Saving filter selections in lists
- Custom "Add lead" button and "Client name" field
- Setting for hiding prospects by default