Unifyr Support

In the Account Settings area of the portal, you can manage this information if you're an Administrator user: Manage Users - Your list of portal users Company Profile - Your company details Au...

Notes Ask IQ may make mistakes, so review important information carefully. Ask IQ is enabled by your supplier. Reach out to them if you have questions about availability. If you’re browsing colla...

As a default, lead records can be made available to you from these areas of the partner portal: Registered Leads page Recent Leads widget The Registered Leads page of the partner portal The list ...

Important New partner accounts must typically accept the Unifyr Terms and Conditions (T&Cs) within 30 days of their first user (any role) logging in to the partner portal. Failure to do so may re...

When you've customized a co-brandable collateral asset (PDF or video), you can copy its URL. This will allow you to share the asset with your colleagues or contacts as required. Navigate to your C...

Click on a contact in the Contacts page to access its details.  In the details view, you have access to this information: Contact Summary Contact Information Additional Information Contact Score...

You can make changes to deals that you've registered with your supplier:Editing Deal DetailsUpdating the Status of a DealChanging the Sales Rep Assigned to a DealManaging Contacts for a DealAdding ...

Your supplier wants to keep in touch with you, to ensure your experience with them is the best it can be. They can communicate with you via your partner portal, to give you news, updates, support, ...

The Manage Users page displays a list of users in your organization that have registered to work in your partner portal, and their role. It's available to Administrator users. Some suppliers delega...

Users with the Administrator role can add users to your partner account. Note Some suppliers manage users on behalf of their partners. If this is the case, contact your supplier with requests to ad...