Introw

Learn how Introw support multi-tiered partner structures, define levels, benefits and requirements to foster growth and collaboration.

Partner Tiers

Add additional information to a partner via notes to keep your team alligned.

Partner notes

Learn how to use partner roles within Introw

Partner roles

Introw Home page

Learn how to manage your partners contacts to help ensure smooth communication, accountability, and alignment across your partner.

Managing partner contacts

Learn how to invite and manage users in the Partner Portal as a partner.

Invite and manage partner portal users as a partner

Discover how to control which deals and CRM objects your partner contacts can access by assigning them as partner collaborators.

Deal visibility restrictions for partner contacts

Learn how to manage task templates in Introw

Task templates

Learn how to invite users to your partner portal by using Introw announcements

How to invite Partners to your portal via Introw

Create dynamic partner conversion links

Learn how to create and configure partner goals

Create and configure partner goals

Learn how to group partners and partner contacts based on your CRM data.

Segments

Learn how to use segments to control partner portal access, restrict actions like quote creation, and automate onboarding flows based on partner or contact properties.

Segment use cases

Create a searchable partner directory that stays current without manual work, powered by real-time CRM data synced through Introw.

Build a partner directory powered by Introw

Add, organize, and grow your partner base inside Introw.

Manage Partners

Learn how to add your partners into Introw.

Add your partners to Introw

Learn how create new partners in Introw and in your CRM with one flow.

Create new partners via Introw

You can set or update the Partner Manager in several ways—manually or automatically via your CRM integration.

Assign partner managers

Assign multiple people and multiple roles to a single partner account, then use those roles as dynamic options across the partner experience.

Partner team roles

Learn how to create, update, and organize saved deal views in your Deal Overview so you can quickly access the deals that matter most.

Create and manage views in the Deal Overview

Learn how to create, update, and organize saved partner views for quick access in your Partner Overview

Create and manage views in the partner overview

Add partners, manage their contacts, and control who accesses what.

Partners, contacts & roles

About us

Become partner

Request a demo

Home

Case studies

Login

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.