Channel Partner Management App helps Kylas users onboard their partners/franchises to the application and share leads with channel partners. Channel partners can also create leads by themselves which get reflected in the CRM.
If you don’t get the prompt, there was some flaw in the registration flow. You will need to re-register with new email id, phone and name
The users will receive an invite from the Channel Partner app which they can verify and login
Note: Connect with Kylas support (email@example.com) team to get your ‘Partner Login URL’ which your partners will be using to login as the partner portal is a separate app.
After the complete setup you can share the Leads to the respective partners so that they can work on them
You can push the Leads to partners in bulk by following below steps
It will share all the Leads with partners in bulk and create that many number of Deals by partners in your Kylas account.
Lead:Read, Read All, Update, Update All
Deal:Read, Read All, Write, Update, Update All, Note
Products-services:Read, Read All
Pipeline:Read, Read All
Contact:Read, Read All, Write
User:Read, Read All
Note:Read, Read All, Write
Company:Read, Read All
Custom Field:Read, Read All, Write, Update, Update All