Classic - Creating a Partner in the Mobile Application

Description

This article describes adding your Partners to Insellerate through the mobile application.

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Instructions

1. From the Login screen, there are two ways to access the Partner section in the mobile application.

   • Option 1

     1. Select Partners from the main menu bar.

     2. Click the Menu icon.
        
        

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     3. Select Partners.
        
        

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   • Option 2

     1. Select Partners in the menu bar at the bottom of the screen.
        
        

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2. Select the + icon to open the Create New Partner screen.
   
   

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3. Complete all the fields in the Create New Partner screen.
   
   

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   1. Select the External Contact Type. This is the type of Partner.
      
      

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   2. Select the Partner Campaign type for your Partner.
      
      

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   3. Click Save to add the Partner to Insellerate.
      
      

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4. Click Add More in the Success panel to add more Partners. Click No if you are not adding aditional Partners.
   
   

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