Leads, customers, referrals, payouts, team management, and account settings are all built into the portal so you never lose track of where things stand.
Clear, plain-language guides walk you through each area of the portal so you and your team can get up to speed quickly and work with confidence.
Invite colleagues, set permissions by role, and manage access as your business grows — without needing to contact support for every change.
Each guide covers a specific area of the portal with practical steps, tips, and recommended workflows — written for partners and team members.
01
Understand partner performance, recent activity, and quick actions from the home screen.
Open guide02
Create, update, search, and manage lead progression inside the partner pipeline.
Open guide04
Generate referral links and track referral activity and conversion performance.
Open guide05
Invite, review, activate, deactivate, and manage team-member permissions.
Open guide07
Know where to send questions or operational issues when partner help is needed.
Open guide