What is a Partner?

Partners are the businesses that you're working with. You can use our Partner List to manage all of your partners in one place, similar to an address book. You can store up-to-date, downloadable, contact information from your Partners, along with being able to send messages, marketing materials, or rates.

How do I add a Partner?

1. Click on Partners from the main menu, then click on Partner List 

2a. Click on Add Partners to add an individual partner using their company name and contacts or by adding a partner through your Connections

2b. Click on Import to add multiple partners using a CSV or Excel file

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