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Unifyr Support

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Articles

Recent activity by Unifyr Support

  • Manage Users

    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 delegat...

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  • Creating Social Posts with AI

    Note 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 your supplier has enab...

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  • May 2026 Updates

    May 31, 2026Ask IQ is easier to useWe've made a small but effective improvement to how users interact with their Ask IQ AI assistant (if your supplier has enabled it) - they can now send multi-line...

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  • Adding a User

    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...

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  • About Accounts for Deal Registration

    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...

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  • Sharing Customized Collateral via Social Media

    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 ...

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  • Updating a Deal

    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 ...

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  • About Deal IQ

    Your portal may include AI-powered agents that can help you with your daily tasks: if some of the basic event analysis and notification workload is automated with agents, your users have more free ...

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  • Use AI to get Key Information About Supplier Collateral

    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...

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  • Lead Details

    Click on a lead in the Registered Leads page to access its details. In the details view, you have access to this information:Lead SummaryDealsAdditional Information Lead StatusContact InformationLe...

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