Quickstart: Complete the Configuration Checklist

The Quickstart Checklist in your portal walks you through six quick steps to set up your portal, see it working, and start onboarding partners. Check them off as you go — the first few are fast wins so you can watch your program come to life before tackling the deeper configuration.

Before You Begin

You must be a Portal Owner to complete the setup steps.
Complete Step 1 before processing any payments — the currency setting locks permanently after the first payment is processed.

The Checklist

Step	What you’ll do
1. Set your currency	Lock in the currency for all commissions and payouts
2. Customize logo and colors	Make the portal look like your brand
3. Add a test partner	See your portal the way a partner does
4. Add a test lead	Watch a lead move through your pipeline
5. Add your team	Give teammates admin access
6. Connect your CRM	Sync partner leads and revenue automatically

1. Set Your Currency

Your program currency applies to all commission calculations and partner payouts.

Set your currency →

2. Add Your Logo and Customize Colors

Make your portal reflect your brand — this is the first thing partners see, and it takes only a minute.

You can configure:

Primary color — used in the sidebar, sign-in page, and links
Status colors — for lead and opportunity status indicators
Logo — two versions required: one on a white background, one on your primary color
Favicon

A live preview updates as you make changes. All image uploads must be in .png format.

Customize your portal branding →

3. Add a Test Partner

The fastest way to understand your portal is to experience it the way a partner will. Add a test partner so you can log in as them, look around, and see exactly what your partners see.

You can remove the test partner later, or keep it as a sandbox for trying things out.

Create a test partner →

4. Add a Test Lead

Now register a test lead and watch it flow through your pipeline. This shows you how lead submission, phases, and notifications work end to end — and confirms everything is wired up before real partners start sending deals.

Submit a lead →

5. Add Your Team

If others on your team need access to the admin side of the portal, invite them from Account & Settings → Team.

Only Portal Owners can add team members.
You can assign each person a role to control their level of access and visibility.

Add your team →

6. Connect Your CRM

Connecting your CRM lets you sync partner-referred leads directly into your pipeline and automate revenue tracking for commission calculations. This is the most involved step, so save it for once the basics are in place.

Supported CRM integrations: HubSpot · Salesforce · Pipedrive · Zoho
Accounting integration: QuickBooks — for automated revenue import

Recommended Next Steps

With the checklist done and your portal working, here’s how to shape the program before you invite real partners.

Configure your program settings and terms

Program settings let you describe your program, define your commission structure, and set up partner tiers based on revenue performance. You can mark these details as public so prospective partners see them on your sign-in page before registering.

Program terms are optional. If your program requires partners to agree to terms at registration, upload them under Partner Program → Program Terms. Note that the same terms apply to all partners — they cannot be customized per partner.

Set up program details and tiers →

Add program terms →

Tune your lead workflow

Customize your lead registration form — add custom fields to the lead submission form
Configure lead phases — define your pipeline stages
Understand payments and commissions — configure how and when partners get paid

Invite your real partners

When you’re ready to go live, share your registration link or invite partners directly by email (bulk CSV invites are supported).

Invite your partners →

Need help with any step? Contact us at [email protected].