Welcome to your partner portal

This guide is for partners: the people who refer deals, track their progress, and get paid for the ones that close. If you have a login to a partner portal, these pages explain how to use it, from your first sign-in to your first payment.

Your portal may be branded by the company you partner with, so some names and colors will look different from these pages. The way it works is the same.

Start here

What you can do here

• Submit a referral: send a lead into the program and start earning on it.
• Track your referrals: follow each referral through its stages and see what you’ve earned.
• Get paid: set up where your money goes and your tax details, then track your payments.
• Sign agreements: review and sign the agreements that let you take part.
• Your profile, organization, and team: keep your details current and bring colleagues in.

The short version

Most partners follow the same path:

1. 1JoinAccept your invitation, set up how you sign in, and complete a short onboarding.
2. 2ReferSubmit referrals through your portal or a referral link, then track each one as it moves forward.
3. 3Get set up to be paidAdd a payout method and a tax form so your earnings can be sent to you.
4. 4Get paidWhen a referral you sent closes and earns a reward, it's paid out to you and shows up in your payments.

Steps one and three happen once. Referring and getting paid repeat for as long as you’re in the program.