Allowing partners to invite new organizations to the partner portal is crucial for expanding business networks and fostering collaboration. In this article we want you to know which steps you should do to invite a new organization.
Enabling partners to invite new organizations to the partner portal through referral links is vital for seamless business expansion and collaboration. This functionality ensures that the new organization is automatically connected to the partner organization. If an existing deal is registered, it links to it; otherwise, a new deal is created. This approach streamlines the onboarding process, enhances partnership connections, and supports mutual growth.
Now let's see which steps you may have to follow to invite a new organization to link with your Partner account.
- Login into your Partner account.
- Click on Account Name on the top right of the Dashboard presented to you
- Click on Your User Account. You'll see that you have a referral link in your profile.
Each user from a Partner Organization has a unique referral link.
- Copy the referral link and send it to the organization you want to invite.
- Now the organization should sign up via your referral link and when it's registered it will be linked to your Partner Account and you are going to be able to see it in your Partners Dashboard.