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Unifyr Support

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Articles

Recent activity by Unifyr Support

  • Viewing your Deals

    As a default, deal records can be made available to you from these areas of the partner portal: Deals page Recent Deals widget Deals pageYour supplier may have specified that you can see all deals,...

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  • Viewing your Contacts

    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 ...

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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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  • April 2026 Updates

    April 26, 2026Bug fix release. April 19, 2026New URL for academyThe URL for your partner academy has changed - it's now help-portal.unifyr.ai/hc/en-us. If you've bookmarked any pages, you should up...

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  • Personalizing a Customizable Video

    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...

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  • Deal Details

    Click on a deal in the Deals page to access its details. In the details view, you have access to this information:Deal SummaryDeal DetailsCo-SellingAccount InformationContactsSource LeadDeal IQ Ana...

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  • Account Settings

    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...

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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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  • Viewing your Leads

    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 ...

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  • Terms & Conditions of Use

    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...

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