Unifyr Support

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 Details Updating the Status of a Deal Changing the Sales Rep Assigned to a Deal Managing Contacts for a Deal Ad...

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...

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...

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...

Accounts are end customer records that suppliers add to their partner program database to facilitate deal management. Your supplier may be supporting the use of customer accounts as part of their d...

You can share a PDF or video that you've customized via social media. You create a social post, which will include a link to the asset. Note You must have at least one social media account linked ...