Description
This article describes adding your partners to Insellerate through the mobile applicationapp.
Instructions
From the Login screen, there are two ways to access the Partner section in the mobile applicationapp.
Option 1
Select Partners from the main menu bar.
Click the Menu icon.
Select Partners.
Option 2
Select Partners in the menu bar at the bottom of the screen.
Select the + icon to add a new partneropen the Create New Partner screen.
Create a New Partner: EnterComplete all the fields in this sectionthe Create New Partner screen.
Example: Enter demographic information.
Select the External Contact Type
. This is the type of partner.
Select the
Partner Campaign type for your partner.
Click Save to add the partner to Insellerate.
The Click Add More in the Success panel allows you to add more Partners. Click No if you are not adding additional partners.