Creating a Partner in the Mobile App

Description

This article describes adding your partners to Insellerate through the mobile app.

From the Login screen, there are two ways to access the Partner section in the mobile app.
- Option 1
  1. Select Partners from the main menu bar.
  2. Click the Menu icon.
  3. Select Partners.
- Option 2
  1. Select Partners in the menu bar at the bottom of the screen.
Select the + icon to open the Create New Partner screen.
Complete all the fields in the Create New Partner screen.
1. Select the External Contact Type. This is the type of partner.
2. Select the Partner Campaign type for your partner.
3. Click Save to add the partner to Insellerate.
Click Add More in the Success panel to add more Partners. Click No if you are not adding additional partners.