Unifyr Support

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

Once you've registered a deal in your partner portal, you may be able to download a PDF quote for it.  Notes Your supplier needs to enable quote generation on your portal. If enabled, the option m...

You can register a new lead via the Leads page in your portal: Navigate to your Leads page. Click Register New Lead. Complete the Lead Registration form for your new lead. Your supplier decid...

Administrators can edit the profile for any user in your organization.If you're not an Administrator, you can update your own profile in My Profile.To update a user's profile: Click on your initia...

You can add a new contact to your Contacts list. This allows you to capture basic information about a person, include them in your marketing communications, and store related information as you int...

Note Ask IQ may make mistakes, so review important information carefully. You can use the icons to give feedback about responses from Ask IQ. When you've received a response from Ask IQ, click...

Onboarding IQ is an onboarding progress tracker, which your supplier can enable to give you continuous task recommendations, guidance, and encouragement until you’re ready to start working confiden...

Administrators can change any user's role.If you're not an Administrator, you can update your own profile from My Profile.To update a user's role: Click on your initials in the top right corner of...

Social media provides you with the means to build, mix, and promote business engagement with supplier- and partner-generated social content. Social content comes in many forms (audio, text, video, ...

Your portal supports bulk uploads of contacts.  A quick way to add contacts is to upload a contact list from a file. The file must be in XLS, XLSX, TXT, or CSV format, and a maximum size of 5MB. We...