To efficiently manage and view your partners from the desktop dashboard, follow these easy steps:
Step-by-Step Guide to Access the Partners Card
Begin on the Desktop Dashboard
Make sure you're logged in to your account and start from the main desktop dashboard.
Find the Partners Card
As you explore the 'Contacts' section, you'll come across different cards or sections. Among them is the "Partners" card.
Access the Partners Details
Under the "Partners" card, there's an option labeled "View". Click on this to delve deeper and see more details related to your partners.
Review Partner Information
After clicking "View", you'll be presented with a comprehensive list of your cobranded referral partners. This section will allow you to manage, view profiles, make edits, or even remove partners if necessary.
How to revert the filter and view all contacts
To revert the filter and view all of your contacts, click "View" on the Contacts card in the desktop dashboard.