Unifyr Support

If your supplier has provided co-brandable PDFs for you to use, you can replace placeholder information in the file with your own details. This allows you to create professionally branded marketing...

If you’ve engaged with training material from your supplier, you can find a summary of your progress in these pages: Courses Certifications Each page includes two tabs: In Progress - shows the ...

Your partner event usually includes information on how to attend it - in person, or via a collaboration platform such as Zoom. After you have attended the event, your supplier can update their reco...

Click on a deal in the Deals page to access its details.  In the details view, you have access to this information: Deal Summary Deal Details Account Information Contacts Source Lead Deal Insights...

In the Contacts page, you can see all your your contacts, with basic information, as a list. Click on a contact to view its details.  The list is sorted by Create Date as a default - with the most ...

If your supplier has provided co-brandable videos for you to use, you can add your own logo. This allows you to create professionally branded marketing materials that represent both your business a...

You can register deals with your supplier in two ways: Register a new deal directly in the Deals page - click Register New Deal Convert a lead into a deal in details page for a lead - click New...

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...

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...

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 ...