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Manage your partners

How to manage your partners in Introw

Add your partners to IntrowLearn how to add your partners into Introw.
Assign partner managersYou can set or update the Partner Manager in several ways—manually or automatically via your CRM integration.
Partner TiersLearn how Introw support multi-tiered partner structures, define levels, benefits and requirements to foster growth and collaboration.
Adding partner notesAdd additional information to a partner via notes to keep your team alligned.
Partner loginLearn how your partner will seamlessly login to their partner room.
Create new partners via IntrowLearn how create new partners in Introw and in your CRM with one flow.
Partner rolesLearn how to use partner roles within Introw
Introw Home pageLearn more about Introw's home page
Managing partner contactsLearn how to manage your partners contacts to help ensure smooth communication, accountability, and alignment across your partner.
Invite and manage partner portal users as a partnerLearn how to invite and manage users in the Partner Portal as a partner.
Deal visibility restrictions for partner contactsDiscover how to control which deals and CRM objects your partner contacts can access by assigning them as partner collaborators.
Task templatesLearn how to manage task templates in Introw
CRM UserLearn the permissions of a CRM user that uses the partner portal via the HubSpot card.
How to invite Partners to your portal via IntrowLearn how to invite users to your partner portal by using Introw announcements
Automatically assign resellers and distributors to deals in HubSpotAutomatically link HubSpot deals to resellers and distributors with Introw ensuring accurate partner attribution and shared portal visibility without manual updates