To view a training video on how to manage your Connections, click here. To view a training video on how to use the PartnerFinder to find and be found by new partners, click here.

What is a Connection?

Connections are a way to manage all of your partners in one place. You can use connections to establish which partners you are working with, and who you'd like to work with, similar to an address book. You can also get up to date, downloadable, contact information from your Connections.


How do I add a Connection?

There are a few ways that you can add a Connection:

1. By clicking on INVITE

2. Through the Partner List (Connections) menu by clicking on + ADD CONNECTIONS

3. From the Partner Finder* from the Sales & Marketing menu

* To add Connections through the PartnerFinder, you will need to be on our Connected or Unlimited Plan. To find out more about our pricing plans, click here.

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