Partner Portal Videos & Tutorials

Take a quick tour of every area of PartnerPortal, the PRM for referral and reseller partner programs.

Watch a brand-new PartnerPortal go from first login to a working partner program.

Run your partner portal on your own branded domain, like partners.yourcompany.com, alongside its partnerportal.io address.

Set your portal's default language, translate your content for each partner, switch to day-first dates, and choose your payout currency.

Set up partner tiers so partners earn better rates as they grow, give a partner group its own tiers, and set custom rates for one partner, lead or payout.

Invite a partner, register a lead, sync it to HubSpot, close the sale and manage the payout, all in 4 minutes.

See how a partner registers a new lead in PartnerPortal, from the dashboard to the leads list.

Review and approve a lead your partner registered, and see how approving it can create the deal in your CRM.

Segment your partners by type, region or tier, and tailor what each group sees, agrees to and can do.

Have partners agree to your terms in the portal, per group or per partner, or keep a contract signed elsewhere on file.

Set up partners who resell your product instead of referring customers, whether they collect the customer's money or you do.

Send prospects to your partners with opportunities, and see how partners turn them into leads.

Run a short bonus campaign that rewards partners for reaching a goal, on top of their regular commission.

Publish a public page where your customers can find and filter your partners, with no login needed.

Organize content into categories, choose which partners see each one, and publish resources with images, video and files.

Create a course, add content and quiz lessons, choose which partners can take it, and watch a partner complete it.

Create certifications partners earn by finishing courses or that your team awards by hand, and see what partners see.

Publish announcements to your partners, and control exactly who sees them.

Connect your CRM, map fields and deal stages, and watch a partner lead sync into HubSpot and back, with notes on where Salesforce, Pipedrive, Zoho and Attio differ.