# Introw Help Center

> How can we help?

## Getting started

- [How to set up a partner application form](https://support.introw.io/en/articles/14112879-how-to-set-up-a-partner-application-form.md): Automatically create partners in Introw and linked company and contact records in your CRM the moment someone submits a partner application — no CRM workflows needed.
- [Add your team to Introw](https://support.introw.io/en/articles/10373313-add-your-team-to-introw.md): Learn how to manage your team in Introw
- [How to create a partner portal](https://support.introw.io/en/articles/9357238-how-to-create-a-partner-portal.md): Set up a partner portal in Introw by applying an experience to a partner.
- [How to launch a partner portal](https://support.introw.io/en/articles/9357441-how-to-launch-a-partner-portal.md): Learn how to launch or share your partner portal with a partner.
- [How to preview a partner portal?](https://support.introw.io/en/articles/9368411-how-to-preview-a-partner-portal.md): See how your partner will experience their partner portal in Introw
- [Partner detail](https://support.introw.io/en/articles/12622728-partner-detail.md): View partner metrics, top deals, tasks, and manage attributed deals directly from the Partner detail.
- [Connect your CRM](https://support.introw.io/en/articles/11970521-connect-your-crm.md): Start by connecting Introw to your CRM
- [How Introw keeps your CRM clean](https://support.introw.io/en/articles/13772924-how-introw-keeps-your-crm-clean.md): Learn how Introw makes sure your CRM data integrity stays intact.
- [How partner deal data syncs to your CRM](https://support.introw.io/en/articles/9399679-how-partner-deal-data-syncs-to-your-crm.md): Learn how to partner deal registrations will end up in your CRM.

## Connect your CRM

- [Connecting Salesforce to Introw](https://support.introw.io/en/articles/10087572-connecting-salesforce-to-introw.md): A step-by-step guide to integrate Salesforce with Introw
- [Use a Picklist in Salesforce to attribute partnership revenue](https://support.introw.io/en/articles/10766417-use-a-picklist-in-salesforce-to-attribute-partnership-revenue.md): Attribute revenue via a customfield picklist in Salesforce
- [Use a Relation Lookup field in Salesforce to attribute partnership revenue](https://support.introw.io/en/articles/10757124-use-a-relation-lookup-field-in-salesforce-to-attribute-partnership-revenue.md): Attribute revenue via a Relation Lookup field in Salesforce
- [Use a Relation table in Salesforce to attribute partnership revenue](https://support.introw.io/en/articles/10757123-use-a-relation-table-in-salesforce-to-attribute-partnership-revenue.md): Attribute partner revenue via a relation table in Salesforce
- [Use a Custom object in Salesforce to attribute partnership revenue](https://support.introw.io/en/articles/10769562-use-a-custom-object-in-salesforce-to-attribute-partnership-revenue.md): Use a Custom object in Salesforce to attribute partnership revenue
- [Link your Salesforce opportunities to Introw via custom fields](https://support.introw.io/en/articles/10102826-link-your-salesforce-opportunities-to-introw-via-custom-fields.md): How to link Introw to Salesforce via custom fields
- [Link your Salesforce opportunities to Introw via a relation table](https://support.introw.io/en/articles/10104772-link-your-salesforce-opportunities-to-introw-via-a-relation-table.md): How to link Introw to Salesforce via a relation table
- [Opportunity registration with Introw and Salesforce](https://support.introw.io/en/articles/12233044-opportunity-registration-with-introw-and-salesforce.md): Learn how opportunities registered by your partners in Introw automatically sync into Salesforce for seamless tracking and management
- [Salesforce integration overview](https://support.introw.io/en/articles/12233861-salesforce-integration-overview.md): Discover how Introw and Salesforce work together to keep partner and CRM data in sync, streamline collaboration, and drive growth.
- [How to use Introw forms with Salesforce](https://support.introw.io/en/articles/14689114-how-to-use-introw-forms-with-salesforce.md): Learn how to create a form for your partners to register opportunities, leads, cases or even custom objects and push them into Salesforce.
- [HubSpot integration overview](https://support.introw.io/en/articles/15646259-hubspot-integration-overview.md): Discover how Introw and HubSpot work together to keep partner and CRM data in sync, streamline collaboration, and drive growth.
- [Connecting HubSpot to Introw](https://support.introw.io/en/articles/9353646-connecting-hubspot-to-introw.md): A step-by-step guide to integrating with HubSpot
- [Link your HubSpot deals to Introw via custom properties](https://support.introw.io/en/articles/9361206-link-your-hubspot-deals-to-introw-via-custom-properties.md): How to link Introw to HubSpot via custom properties
- [Link your HubSpot deals to Introw via company associations](https://support.introw.io/en/articles/9479462-link-your-hubspot-deals-to-introw-via-company-associations.md): How to link Introw to HubSpot via company associations
- [Link your HubSpot deals to Introw via custom objects](https://support.introw.io/en/articles/9529396-link-your-hubspot-deals-to-introw-via-custom-objects.md): How to link Introw to HubSpot via custom objects
- [Show the Introw card inside HubSpot](https://support.introw.io/en/articles/9600440-show-the-introw-card-inside-hubspot.md): Add the Introw Collaboration card to your HubSpot Deals, Companies, and Tickets views.
- [Troubleshoot HubSpot connection](https://support.introw.io/en/articles/9367758-troubleshoot-hubspot-connection.md): Solve connection issues with HubSpot
- [Create partner portal from within HubSpot](https://support.introw.io/en/articles/9882392-create-partner-portal-from-within-hubspot.md): Create an Introw partner portal from within HubSpot
- [Allow partners to add attachments in HubSpot](https://support.introw.io/en/articles/9939345-allow-partners-to-add-attachments-in-hubspot.md): Allow your partners to add files as attachments in HubSpot
- [Collaborate from inside your HubSpot deals](https://support.introw.io/en/articles/10175087-collaborate-from-inside-your-hubspot-deals.md): Allow your team to collaborate with your partners while staying in HubSpot.
- [How to disconnect HubSpot](https://support.introw.io/en/articles/10285312-how-to-disconnect-hubspot.md): Guide on how to disconnect HubSpot both from the Introw app as within HubSot.
- [How to create a workflow in HubSpot based on the leads created via Introw?](https://support.introw.io/en/articles/9439622-how-to-create-a-workflow-in-hubspot-based-on-the-leads-created-via-introw.md): Learn how to use Introw within your HubSpot workflow builder
- [Link partners to leads in HubSpot](https://support.introw.io/en/articles/10546603-link-partners-to-leads-in-hubspot.md): Learn how to link partners to the lead object in HubSpot.
- [Introw workflow actions in HubSpot](https://support.introw.io/en/articles/11537402-introw-workflow-actions-in-hubspot.md): Learn how to use the Introw PRM automation actions within HubSpot's workflow builder
- [Partner activity events in your HubSpot timeline](https://support.introw.io/en/articles/11553678-partner-activity-events-in-your-hubspot-timeline.md): See partner activity from Introw directly in your HubSpot contact and company timelines.
- [Automating workflow actions in HubSpot using Introw App events](https://support.introw.io/en/articles/12499910-automating-workflow-actions-in-hubspot-using-introw-app-events.md): Learn how to use Introw App Events in HubSpot workflows to automate actions based on partner engagement.
- [Introw CPQ](https://support.introw.io/en/articles/13430413-introw-cpq.md): Learn how Introw's CPQ automatically syncs CRM products for partners, with configurable visibility and discount rules for effortless quoting.
- [How to use Introw forms with HubSpot](https://support.introw.io/en/articles/14689113-how-to-use-introw-forms-with-hubspot.md): Learn how to create a form for your partners to register deals, leads, tickets or even custom objects and push them into HubSpot.
- [How to attribute revenue to partners in HubSpot?](https://support.introw.io/en/articles/9357064-how-to-attribute-revenue-to-partners-in-hubspot.md): Three ways to attribute partner revenue inside HubSpot: custom properties, company association, or custom object association.
- [How to disconnect Pipedrive from Introw](https://support.introw.io/en/articles/14891761-how-to-disconnect-pipedrive-from-introw.md): Guide on how to disconnect Pipedrive both within Introw as within Pipedrive.
- [Connecting Pipedrive to Introw](https://support.introw.io/en/articles/14885701-connecting-pipedrive-to-introw.md): A step-by-step guide to integrating Introw with Pipedrive

## Partner Connect

- [What is Partner Connect?](https://support.introw.io/en/articles/15763666-what-is-partner-connect.md): Partners don't live in your portal. Partner Connect makes Introw a headless PRM that allows partners to collaborate from their CRM, their inbox, or their own LLM, and every update flows into your C...
- [Give your partners their own AI assistant to collaborate in real time via Introw's Partner MCP](https://support.introw.io/en/articles/15374091-give-your-partners-their-own-ai-assistant-to-collaborate-in-real-time-via-introw-s-partner-mcp.md): Your partners can now sign up on partners.introw.io and connect Introw's Partner MCP to Claude or any MCP-supported AI to register deals, track commissions, update tasks and collaborate with you in...
- [Partner Connect: a 2-way CRM integration with HubSpot](https://support.introw.io/en/articles/15039830-partner-connect-a-2-way-crm-integration-with-hubspot.md): Learn how Introw Partner Connect lets your partners register and collaborate on deals directly from their own HubSpot — no portal login needed.
- [Set up the Partner Connect Card in HubSpot](https://support.introw.io/en/articles/15039839-set-up-the-partner-connect-card-in-hubspot.md): A step-by-step guide to installing the Introw app in HubSpot and pinning the Partner Connect Card to your deal records.
- [Validate your Partner Connect Card](https://support.introw.io/en/articles/15039840-validate-your-partner-connect-card.md): Confirm your Partner Connect setup is working so you can start linking and registering deals from HubSpot.
- [Link an existing HubSpot deal to your vendor](https://support.introw.io/en/articles/15039841-link-an-existing-hubspot-deal-to-your-vendor.md): Connect a deal you're already working on in HubSpot to your vendor's Introw shared pipeline in one click.
- [Register a new deal from your HubSpot](https://support.introw.io/en/articles/15039842-register-a-new-deal-from-your-hubspot.md): Submit a deal registration to your vendor without ever leaving HubSpot.

## Build Your Partner Portal

- [Best practices for a good partner experience](https://support.introw.io/en/articles/9361984-best-practices-for-a-good-partner-experience.md): Learn the tips and tricks to make your partner portal efficient and clean.
- [Launch your partner portal](https://support.introw.io/en/articles/9399620-launch-your-partner-portal.md): Learn how to enable your partner portal and to invite your partners to start using Introw.
- [How to create a partner portal experience](https://support.introw.io/en/articles/9358660-how-to-create-a-partner-portal-experience.md): What is the experience builder and how to use it?
- [Create a Partner portal experience](https://support.introw.io/en/articles/10562182-create-a-partner-portal-experience.md): A dummy experience for your partner experiencing their Introw partner portal.
- [Unlink or update an experience of your partner portal](https://support.introw.io/en/articles/10616459-unlink-or-update-an-experience-of-your-partner-portal.md): Learn how to unlink or update the partner experience of your partner portals.
- [Create and manage pipeline views in the portal experience builder](https://support.introw.io/en/articles/13367569-create-and-manage-pipeline-views-in-the-portal-experience-builder.md): Learn how to create, customize, and manage pipeline views in the partner portal experience builder
- [Why my embedded website shows up blank in Introw](https://support.introw.io/en/articles/15924171-why-my-embedded-website-shows-up-blank-in-introw.md): Learn why a website embedded in your partner portal renders blank, and how to allow Introw to display it.
- [How to manage sections?](https://support.introw.io/en/articles/9361509-how-to-manage-sections.md): Learn how to manage sections in to your partner portal
- [What are synced sections?](https://support.introw.io/en/articles/9367912-what-are-synced-sections.md): Learn how to use synced sections to centrally manage and update shared content across all partner portals
- [Call to Action Buttons](https://support.introw.io/en/articles/11711503-call-to-action-buttons.md): Learn how to create customizable buttons to guide partners to key pages, forms, or external links.
- [What are rich sections?](https://support.introw.io/en/articles/9362193-what-are-rich-sections.md): What are rich sections and how to use them within your partner experience builder
- [Partner profile section](https://support.introw.io/en/articles/13212973-partner-profile-section.md): A configurable section in your partner portal that shows key information about each partner.
- [Add a news or social widget to your partner portal](https://support.introw.io/en/articles/11702747-add-a-news-or-social-widget-to-your-partner-portal.md): Learn how to embed a LinkedIn or Facebook feed widget within your partner portal.
- [Embed Notion into Introw](https://support.introw.io/en/articles/11579596-embed-notion-into-introw.md): Learn how to embed your notion pages into Introw.
- [Embed your google appointment scheduler](https://support.introw.io/en/articles/10419542-embed-your-google-appointment-scheduler.md): Learn how to embed your google appointment scheduler into your Introw partner portals.
- [Brand your Introw partner portal](https://support.introw.io/en/articles/10115469-brand-your-introw-partner-portal.md): Learn how to make your Introw portal truly yours by adding your branding.
- [Multi-language support](https://support.introw.io/en/articles/14618143-multi-language-support.md): Learn how to deliver a fully localized partner experience for global teams with Introw by automatically offering a multilingual partner experience.
- [How to personalize your partner portal?](https://support.introw.io/en/articles/9556236-how-to-personalize-your-partner-portal.md): Use dynamic sections and variables to personalize partner portals at scale.
- [Multiple partner portal access](https://support.introw.io/en/articles/10192327-multiple-partner-portal-access.md): Accessing multiple partner portals with the same email
- [Partner notifications](https://support.introw.io/en/articles/11848308-partner-notifications.md): Learn which notifications can be send to partners on auto-pilot.
- [Segment based access control](https://support.introw.io/en/articles/10392711-segment-based-access-control.md): Restrict tab access in your partner portal based on segments, so only the right partners or contacts see the right content.
- [Partner Portal login](https://support.introw.io/en/articles/10561979-partner-portal-login.md): Learn how your partner will seamlessly login to their partner portal.
- [Email verification](https://support.introw.io/en/articles/9669389-email-verification.md): A frictionless and secure login experience for your partners
- [Embed your google calendar in Introw](https://support.introw.io/en/articles/10256349-embed-your-google-calendar-in-introw.md): Embed your google calendar into your Introw partner portals.

## Manage Partners

- [Partner Tiers](https://support.introw.io/en/articles/10221007-partner-tiers.md): Learn how Introw support multi-tiered partner structures, define levels, benefits and requirements to foster growth and collaboration.
- [Partner notes](https://support.introw.io/en/articles/10220987-partner-notes.md): Add additional information to a partner via notes to keep your team alligned.
- [Introw Home page](https://support.introw.io/en/articles/11662106-introw-home-page.md): Learn more about Introw's home page
- [Managing partner contacts](https://support.introw.io/en/articles/11895888-managing-partner-contacts.md): Learn 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 partner](https://support.introw.io/en/articles/11960140-invite-and-manage-partner-portal-users-as-a-partner.md): Learn how to invite and manage users in the Partner Portal as a partner.
- [Deal visibility restrictions for partner contacts](https://support.introw.io/en/articles/11960790-deal-visibility-restrictions-for-partner-contacts.md): Discover how to control which deals and CRM objects your partner contacts can access by assigning them as partner collaborators.
- [Task templates](https://support.introw.io/en/articles/11969738-task-templates.md): Learn how to manage task templates in Introw
- [How to invite Partners to your portal via Introw](https://support.introw.io/en/articles/11105067-how-to-invite-partners-to-your-portal-via-introw.md): Learn how to invite users to your partner portal by using Introw announcements
- [Create dynamic partner conversion links](https://support.introw.io/en/articles/12919444-create-dynamic-partner-conversion-links.md)
- [Create and configure partner goals](https://support.introw.io/en/articles/12982099-create-and-configure-partner-goals.md): Learn how to create and configure partner goals
- [Segment use cases](https://support.introw.io/en/articles/14189246-segment-use-cases.md): 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.
- [Build a partner directory powered by Introw](https://support.introw.io/en/articles/15359478-build-a-partner-directory-powered-by-introw.md): Create a searchable partner directory that stays current without manual work, powered by real-time CRM data synced through Introw.
- [The Introw-Powered PAM: A Day in the Life](https://support.introw.io/en/articles/15596033-the-introw-powered-pam-a-day-in-the-life.md): A day in the life of a PAM/CAM with Introw + Claude: a daily briefing that doesn't just report, but takes action. Instantly update deals, message partners, trigger tasks, and enroll teams in training.
- [Add your partners to Introw](https://support.introw.io/en/articles/10373923-add-your-partners-to-introw.md): Learn how to add your partners into Introw.
- [Create new partners via Introw](https://support.introw.io/en/articles/10660509-create-new-partners-via-introw.md): Learn how create new partners in Introw and in your CRM with one flow.
- [Assign partner managers](https://support.introw.io/en/articles/11892742-assign-partner-managers.md): You can set or update the Partner Manager in several ways—manually or automatically via your CRM integration.
- [Partner team roles](https://support.introw.io/en/articles/15517779-partner-team-roles.md): Assign multiple people and multiple roles to a single partner account, then use those roles as dynamic options across the partner experience.
- [Create and manage views in the Deal Overview](https://support.introw.io/en/articles/13444340-create-and-manage-views-in-the-deal-overview.md): 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 partner overview](https://support.introw.io/en/articles/12634126-create-and-manage-views-in-the-partner-overview.md): Learn how to create, update, and organize saved partner views for quick access in your Partner Overview

## Partner Program Modules

- [How Introw Solves TCMA for Vendors](https://support.introw.io/en/articles/15799134-how-introw-solves-tcma-for-vendors.md): How Introw delivers through-channel marketing outcomes by acting as the asset and data layer for partners' own tools and AI agents, rather than a portal-bound marketing suite.
- [How to use Introw forms](https://support.introw.io/en/articles/11092789-how-to-use-introw-forms.md): Learn how to create a form for your partners to register deals, leads, tickets or even custom objects and push them in to your CRM.
- [AI-assisted form approvals](https://support.introw.io/en/articles/14780170-ai-assisted-form-approvals.md): AI-assisted review on every form submission, with human approvers in the loop — so your CRM stays clean.
- [Configure the deal owner of your partner deals](https://support.introw.io/en/articles/10200408-configure-the-deal-owner-of-your-partner-deals.md): Configure who needs to be the deal owner in your CRM for the deals registered by your partner.
- [Configure the deal name of your partner deals.](https://support.introw.io/en/articles/9939540-configure-the-deal-name-of-your-partner-deals.md): Choose how you want your partner deals to be named within your CRM when registered via Introw.
- [How to manage form submissions?](https://support.introw.io/en/articles/9399649-how-to-manage-form-submissions.md)
- [Embed Introw forms](https://support.introw.io/en/articles/11130706-embed-introw-forms.md): Learn how to embed an Introw form on your website to capture Leads, Deals, or Partners
- [Automatically attribute resellers and distributors in two-tier channel deals](https://support.introw.io/en/articles/13293870-automatically-attribute-resellers-and-distributors-in-two-tier-channel-deals.md): Learn how Introw handles two-tier channel attribution — automatically linking both resellers and distributors to deals or opportunities for accurate, zero-effort partner attribution.
- [Introw forms are protected from spam](https://support.introw.io/en/articles/13726825-introw-forms-are-protected-from-spam.md): Learn how Introw uses built-in reCAPTCHA to keep your public forms spam-free.
- [Multi-upload: bulk submit records via a form](https://support.introw.io/en/articles/14006567-multi-upload-bulk-submit-records-via-a-form.md): Give your partners the flexibility to submit one record at a time — or upload a whole batch at once.
- [Linking deals to leads via Introw](https://support.introw.io/en/articles/14048936-linking-deals-to-leads-via-introw.md): Learn how to link new deal registrations to existing leads in your CRM.
- [How to setup shared sales pipelines](https://support.introw.io/en/articles/9362774-how-to-setup-shared-sales-pipelines.md): See how Introw creates magic by building a shared sales pipeline straight from your CRM
- [Configure which deal properties to share with your partner](https://support.introw.io/en/articles/10353727-configure-which-deal-properties-to-share-with-your-partner.md): Select the deal properties you want to display or make editable for your partner.
- [Collaborate on a deal or any other CRM object](https://support.introw.io/en/articles/9826343-collaborate-on-a-deal-or-any-other-crm-object.md): Configure deal properties, edit rights, and automatic notifications for partner collaboration on shared CRM objects.
- [Keep deals moving with automatic partner notifications](https://support.introw.io/en/articles/12313505-keep-deals-moving-with-automatic-partner-notifications.md): Learn how to prevent deals from getting stuck with automatic partner notifications
- [Use collaborators to ensure partners stay updated on the right deals](https://support.introw.io/en/articles/12430543-use-collaborators-to-ensure-partners-stay-updated-on-the-right-deals.md): Learn how to add, notify, and remove collaborators on deals so your team members and partners stay aligned
- [Tracking Partner involvement on deals](https://support.introw.io/en/articles/12538260-tracking-partner-involvement-on-deals.md): Learn how to show partners their involvement in deals using Introw and your existing CRM data.
- [Allow partners to create quotes \(CPQ\)](https://support.introw.io/en/articles/13431965-allow-partners-to-create-quotes-cpq.md): Learn how to enable partners to create quotes, review and adjust line items, and publish quotes directly from shared deals
- [Enable Quotes & Line Items in your shared deal pipeline](https://support.introw.io/en/articles/13431818-enable-quotes-line-items-in-your-shared-deal-pipeline.md): Learn how to handle CPQ for Shared Partner Deals: Creating Quotes & Managing Line Items
- [AI Deal Coach](https://support.introw.io/en/articles/14431991-ai-deal-coach.md): Create AI-powered deal coaches tied to your CRM pipelines to help partners close deals faster with stage guidance, objection handling, enablement assets, and rules of engagement.
- [Commissions in Introw: a complete walkthrough](https://support.introw.io/en/articles/15350559-commissions-in-introw-a-complete-walkthrough.md): Full overview of Introw's commission module — from plans and payout settings to processing payouts and the partner-facing experience.
- [Affiliate link management in Introw](https://support.introw.io/en/articles/15422218-affiliate-link-management-in-introw.md): Introw lets you run a full affiliate campaign — generate unique partner links at scale and track every click and conversion automatically.
- [Introw's Chargebee integration](https://support.introw.io/en/articles/15551911-introw-s-chargebee-integration.md): Calculate partner commissions in real time on actual Chargebee billing and subscription data — and stay fully transparent with your partners.
- [Introw's Stripe integration](https://support.introw.io/en/articles/15588760-introw-s-stripe-integration.md): Calculate partner commissions in real time on actual Stripe billing and subscription data and stay fully transparent with your partners.
- [Introw's commission module](https://support.introw.io/en/articles/10270932-introw-s-commission-module.md): Learn more about the commission module of Introw.
- [Show commissions to your partners](https://support.introw.io/en/articles/10270915-show-commissions-to-your-partners.md): Learn how to show commissions to your partners.
- [Market Development Funds \(MDF\)](https://support.introw.io/en/articles/14047810-market-development-funds-mdf.md): Run end-to-end partner MDF programs in Introw — from request submission and approval to claim handling, spend tracking, and ROI attribution back to your CRM pipeline.
- [How to set up a MDF fund](https://support.introw.io/en/articles/15308334-how-to-set-up-a-mdf-fund.md): Step-by-step guide to creating a Market Development Fund in Introw — budget type, currency, eligibility, and approval workflow.
- [How to show the ROI of a MDF](https://support.introw.io/en/articles/15308338-how-to-show-the-roi-of-a-mdf.md): Configure ROI rules on your MDF program in Introw, attribute deals and pipeline back to funded campaigns, and report on return per dollar spent.
- [How partners request MDF funds, submit claims, and upload invoices](https://support.introw.io/en/articles/15308337-how-partners-request-mdf-funds-submit-claims-and-upload-invoices.md): A walkthrough of the partner-side MDF flow in Introw — submitting a funding request, tracking approvals, and filing claims with proof of execution and invoices.
- [Partner training courses](https://support.introw.io/en/articles/12976763-partner-training-courses.md): Learn how to create courses to train and certify your partner at scale
- [SCORM Files & Introw Courses](https://support.introw.io/en/articles/15945898-scorm-files-introw-courses.md): How to use SCORM files in Introw courses
- [How to use Introw's course builder](https://support.introw.io/en/articles/12976824-how-to-use-introw-s-course-builder.md): Learn how to build partner courses in minutes — using AI, or by importing your existing SCORM content directly into Introw's LMS.
- [Course Settings](https://support.introw.io/en/articles/12988061-course-settings.md): Update your course name, thumbnail and link a certificate
- [How to create a partner certificate](https://support.introw.io/en/articles/12976845-how-to-create-a-partner-certificate.md): Learn how to create a partner certificate within Introw.
- [Partner certificates](https://support.introw.io/en/articles/12991031-partner-certificates.md): Learn how to create, manage, and assign partner certificates in Introw
- [Enrolling partners into courses](https://support.introw.io/en/articles/12981492-enrolling-partners-into-courses.md): Learn how to enroll your partners in to your training courses
- [Using the AI Conversational Quiz](https://support.introw.io/en/articles/12994618-using-the-ai-conversational-quiz.md): Learn how the AI Conversational Quiz enhances training courses using more engaging, effective, dialogue-based learning.
- [Show Introw course enrollments and certificates in HubSpot](https://support.introw.io/en/articles/13375419-show-introw-course-enrollments-and-certificates-in-hubspot.md): Learn how to display Introw course enrollment and certificate data directly inside HubSpot records.
- [Show Introw course enrollments and certificates in Salesforce](https://support.introw.io/en/articles/14595957-show-introw-course-enrollments-and-certificates-in-salesforce.md): Learn how to display Introw course enrollment and certificate data directly on Account and Contact records in Salesforce using page layouts.
- [Using file uploads to verify partner expertise](https://support.introw.io/en/articles/14653179-using-file-uploads-to-verify-partner-expertise.md): Let partners prove their skills by uploading evidence directly within a course quiz.
- [Embed tasks within your partner experience](https://support.introw.io/en/articles/10410373-embed-tasks-within-your-partner-experience.md): Learn how to embed the task section within your partner experience.
- [Build a mutual action plan with Tasks](https://support.introw.io/en/articles/15458290-build-a-mutual-action-plan-with-tasks.md): A full walkthrough on using Introw Tasks as a mutual action plan or a joint business plan with your partners.
- [Introw tasks](https://support.introw.io/en/articles/10410224-introw-tasks.md): Learn how to manage Partners with the Introw's Tasks Feature
- [Partner journeys](https://support.introw.io/en/articles/10410246-partner-journeys.md): From onboarding to certification, journeys give every partner a structured, consistent experience — automatically.
- [Add or delete tasks](https://support.introw.io/en/articles/11711321-add-or-delete-tasks.md): Create standalone tasks for a partner and delete tasks individually or in bulk.
- [Task actions](https://support.introw.io/en/articles/11716026-task-actions.md): Learn how Introw can automatically complete tasks when partners view content, click links, or upload files.
- [Asset library](https://support.introw.io/en/articles/9414557-asset-library.md): One place to organize, find, share and track all your partner-facing content
- [Governance and versioning](https://support.introw.io/en/articles/15068953-governance-and-versioning.md): Track every change to your assets and partner portal experiences, and restore previous versions in one click
- [Manage your assets in the asset library](https://support.introw.io/en/articles/10391889-manage-your-assets-in-the-asset-library.md): Learn how to manage assets and asset folders into Introw's asset library
- [Embed your asset library in your partner experience](https://support.introw.io/en/articles/10401828-embed-your-asset-library-in-your-partner-experience.md): Discover how to easily show your partner content in your partner portal by embedding your asset library.
- [Share assets at scale](https://support.introw.io/en/articles/12321740-share-assets-at-scale.md): Learn how to share generic partner material at scale by using asset filters.
- [Organising Assets](https://support.introw.io/en/articles/10391863-organising-assets.md): How to use Folders and Categories to organise and filter assets
- [Partner Asset Hub](https://support.introw.io/en/articles/10410484-partner-asset-hub.md): Seamlessly share partner-specific assets with our Partner Asset Hub section.
- [Creating Co-branded assets](https://support.introw.io/en/articles/10807750-creating-co-branded-assets.md): Learn how to effortlessly generate and scale co-branded assets for your partners
- [How to share Co-branded assets with partners?](https://support.introw.io/en/articles/10807736-how-to-share-co-branded-assets-with-partners.md): Learn how you can create cobranded assets at scale and share them with your partners.
- [Managing assets in multiple languages](https://support.introw.io/en/articles/14621002-managing-assets-in-multiple-languages.md): Learn how to add translated variants of assets like sales decks and product specs so Introw intelligently displays assets relevant to your partner's language preference.
- [Partner goals](https://support.introw.io/en/articles/12975803-partner-goals.md): Learn what partner goals are, why they're important, and how to create measurable targets with your partners.
- [Edit the goals of your partner](https://support.introw.io/en/articles/12982846-edit-the-goals-of-your-partner.md): Learn how to edit the goals of your partner
- [Partner performance dashboard](https://support.introw.io/en/articles/9689534-partner-performance-dashboard.md): Build a live Partner Performance dashboard using Introw Reports & Dashboards and embed it in your partner portal.
- [How to create a report](https://support.introw.io/en/articles/14011044-how-to-create-a-report.md): Learn how to build a visual report on your partner data in just a few clicks, no spreadsheets, no manual exports. Reporting as it should be!
- [How to create a dashboard?](https://support.introw.io/en/articles/14019994-how-to-create-a-dashboard.md): Learn how to build a live visual overview of your partners performance.
- [How to embed a report or dashboard in your partner portal](https://support.introw.io/en/articles/14022987-how-to-embed-a-report-or-dashboard-in-your-partner-portal.md): Learn how to give your partners a live view of their own performance — directly inside their portal.
- [Announcements](https://support.introw.io/en/articles/10115215-announcements.md): Stay top of mind and send announcements to your partners.
- [Engage your partners with comments and activity](https://support.introw.io/en/articles/9436438-engage-your-partners-with-comments-and-activity.md): Use the Activity panel to track portal visits, mentions, comments, and deal updates in real time.
- [How to share a lead \(and other CRM objects\) with your partner](https://support.introw.io/en/articles/10628194-how-to-share-a-lead-and-other-crm-objects-with-your-partner.md): Learn how to share an existing CRM object \(such as a lead\) with your partners.
- [Collaborate from inside HubSpot tickets](https://support.introw.io/en/articles/10762826-collaborate-from-inside-hubspot-tickets.md): Allow your team to collaborate with your partners on support tickets while staying in HubSpot.
- [Share a deal to partners via Introw's app card in HubSpot](https://support.introw.io/en/articles/11383276-share-a-deal-to-partners-via-introw-s-app-card-in-hubspot.md): Learn how to share a deal with your partners via Introw's Collaboration card in HubSpot and let Introw automatically manage the attribution.
- [Partner Engagement Tracking](https://support.introw.io/en/articles/11549276-partner-engagement-tracking.md): Learn how Introw helps you track your partner’s engagement both within and outside the partner portal.
- [Partner Analytics](https://support.introw.io/en/articles/11705562-partner-analytics.md): Get real-time insights into partner engagement, asset views, email performance, and revenue powered by your CRM and Introw.
- [Off-portal collaboration in Introw](https://support.introw.io/en/articles/12183151-off-portal-collaboration-in-introw.md): Capture partner \(deal\) updates directly from email without requiring portal login, automatically syncing responses to your CRM.
- [Partner engagement reporting in HubSpot with Introw app events](https://support.introw.io/en/articles/12499113-partner-engagement-reporting-in-hubspot-with-introw-app-events.md): Learn how to track and report on partner portal adoption and engagement in HubSpot using Introw’s App Events data source.
- [Monthly partner engagement summary email](https://support.introw.io/en/articles/13427907-monthly-partner-engagement-summary-email.md)
- [Send dedicated partner announcements](https://support.introw.io/en/articles/13600188-send-dedicated-partner-announcements.md): Learn how to send announcements to a dedicated audience defined by CRM filters or Introw properties
- [Auto-generated partner announcements from your LinkedIn](https://support.introw.io/en/articles/14403496-auto-generated-partner-announcements-from-your-linkedin.md): Learn how Introw will provide you up to 3 partner-ready announcement drafts in your inbox — generated from your latest LinkedIn posts

## Introw AI

- [AI Agent security at Introw](https://support.introw.io/en/articles/11558434-ai-agent-security-at-introw.md): Find out how Introw ensures a safe and secure AI experience.
- [The Introw-Powered Partner: A Day in the Life](https://support.introw.io/en/articles/15598653-the-introw-powered-partner-a-day-in-the-life.md): A day in the life of a partner in your Introw-powered portal: one-click login, live tier and pipeline visibility, deal registration by simply asking, a personalised certification path, and a 24/7 A...
- [Using Introw with ChatGPT via MCP](https://support.introw.io/en/articles/15970623-using-introw-with-chatgpt-via-mcp.md): How to connect Introw to ChatGPT via MCP, so you can query partner data and take action in Introw without leaving ChatGPT.
- [Introw Agent](https://support.introw.io/en/articles/11107074-introw-agent.md): Learn how to use the Introw Agent to help your partners on auto-pilot
- [Using Introw with Gemini via MCP](https://support.introw.io/en/articles/15590009-using-introw-with-gemini-via-mcp.md): How to connect Introw to Gemini via MCP, so you can query partner data and take action in Introw without leaving Gemini.
- [Save time with Introw’s AI Agent](https://support.introw.io/en/articles/13892885-save-time-with-introw-s-ai-agent.md): Learn how your partners and you can register deals, update opportunities, and collaborate on deals directly from the partner portal \(or Slack\) without manual updates.
- [AI course builder and live tutor](https://support.introw.io/en/articles/14498766-ai-course-builder-and-live-tutor.md): Build partner courses from your knowledge base and documents, then boost retention with conversational assessments and a live AI tutor embedded in every course.
- [Let Claude manage your partners — agentic partner updates via Introw](https://support.introw.io/en/articles/15293107-let-claude-manage-your-partners-agentic-partner-updates-via-introw.md): Introw now lets Claude update partner records directly — tier, experience, champion, phase, commission plan and more — so you can move from asking questions to acting on them, all from the same con...
- [AI channel conflict resolution](https://support.introw.io/en/articles/14498771-ai-channel-conflict-resolution.md): Introw AI uses full 360° CRM insights to assess new leads and deal registrations, guiding channel partner managers to faster, fairer conflict resolution decisions.
- [AI deal coaching: an expert sales coach in every partner deal](https://support.introw.io/en/articles/14498787-ai-deal-coaching-an-expert-sales-coach-in-every-partner-deal.md): Introw embeds an AI deal coach in every deal that knows your sales process, objection handling, and enablement, always contextual to the deal's stage, vertical, and engagement.
- [Connect Introw AI to Notion, Lovable, OpenClaw, and beyond](https://support.introw.io/en/articles/14498781-connect-introw-ai-to-notion-lovable-openclaw-and-beyond.md): Introw ships with its own MCP server, letting you connect partner intelligence to any MCP-compatible tool, from Notion and Lovable to OpenClaw and more.
- [AI agents that actually take action for your partners](https://support.introw.io/en/articles/14498758-ai-agents-that-actually-take-action-for-your-partners.md): Introw's AI agents go beyond answering questions. They register deals, add comments, and create tasks directly from natural language, removing friction for partners and improving CRM data quality.
- [Introw's AI Agent in Slack](https://support.introw.io/en/articles/14494687-introw-s-ai-agent-in-slack.md): Learn how Introw brings the full power of its AI Agent into Slack — register deals, add comments, create tasks, get partner insights, and prepare QBRs, all without leaving your Slack channels.
- [AI detected channel conflict resolution](https://support.introw.io/en/articles/11579537-ai-detected-channel-conflict-resolution.md): Learn how Introw resolves channel conflict with the Introw AI Agent
- [Using your MCP Server with Introw’s AI Agent](https://support.introw.io/en/articles/12182958-using-your-mcp-server-with-introw-s-ai-agent.md): Extend the Introw Agent with your own knowledge base by linking it via an MCP \(Model Context Protocol\) server.
- [Using Introw AI across your partners](https://support.introw.io/en/articles/12381063-using-introw-ai-across-your-partners.md): Learn how to leverage Introw AI to manage partners, answer questions, and uncover insights across your ecosystem.
- [Install the Claude connector of Introw](https://support.introw.io/en/articles/14034406-install-the-claude-connector-of-introw.md): Learn how to connect Introw to your Claude agent via a custom MCP connector.
- [Introw + Claude: use cases & what's possible](https://support.introw.io/en/articles/14044252-introw-claude-use-cases-what-s-possible.md): Learn all possibilities and use cases of Introw and Claude
- [Introw's submission agent is now fully autonomous](https://support.introw.io/en/articles/15392372-introw-s-submission-agent-is-now-fully-autonomous.md): Introw's Form Submission Agent can now autonomously review and act on any partner submission, cutting manual work and escalations to near zero.
- [🚀 Customer Deep Dive: How Quatt Powers Installer Operations with the Introw MCP](https://support.introw.io/en/articles/15392105-customer-deep-dive-how-quatt-powers-installer-operations-with-the-introw-mcp.md): How Quatt Powers Installer Operations with the Introw MCP

## Integrations & API

- [How does the integration with Slack work?](https://support.introw.io/en/articles/9911638-how-does-the-integration-with-slack-work.md): Learn how to link Introw with Slack so you and your partners stay up-to-date.
- [How does the integration with Microsoft Teams work?](https://support.introw.io/en/articles/15054557-how-does-the-integration-with-microsoft-teams-work.md): Learn how to link Introw with Microsoft Teams so you and your partners stay up-to-date.
- [Microsoft Teams - Link private and shared channels🔒](https://support.introw.io/en/articles/15054592-microsoft-teams-link-private-and-shared-channels.md): Add Introw to your private and shared Microsoft Teams channels
- [Slack - Link private channels🔒](https://support.introw.io/en/articles/9449132-slack-link-private-channels.md): Add Introw to your private Slack channels
- [Integrating Introw with Crossbeam](https://support.introw.io/en/articles/10227780-integrating-introw-with-crossbeam.md): A step-by-step guide to integrate Introw with Crossbeam
- [Introw's Zapier Integration](https://support.introw.io/en/articles/10839375-introw-s-zapier-integration.md): Learn how you can use the Zapier integration of Introw.
- [Embed your Power BI reports](https://support.introw.io/en/articles/10809685-embed-your-power-bi-reports.md): Learn how to embed your Partner related Power BI reports within Introw.
- [Link Introw to Power BI](https://support.introw.io/en/articles/12034448-link-introw-to-power-bi.md): Learn how to link Introw to you Power Bi and setup the right Authentication
- [Embed Introw in your product](https://support.introw.io/en/articles/11122927-embed-introw-in-your-product.md): Learn how you can embed Introw in your product.
- [The Introw API: connect your partner program to the rest of your stack](https://support.introw.io/en/articles/15386268-the-introw-api-connect-your-partner-program-to-the-rest-of-your-stack.md): A clear overview of what Introw's API can do to keep partner records in sync, run commission payouts through your own finance system, track affiliate conversion with real-world use cases.

## Account & Settings

- [Best practices to activate your partners via Introw](https://support.introw.io/en/articles/9460002-best-practices-to-activate-your-partners-via-introw.md): Best practices to get your partners actively using Introw from day one.
- [What does “No portal yet" and "No deal embed yet” mean?](https://support.introw.io/en/articles/13385268-what-does-no-portal-yet-and-no-deal-embed-yet-mean.md): Learn why a deal is visible to Introw users, but not yet available for partners in their portal.
- [Multi-Tenant Access](https://support.introw.io/en/articles/13701950-multi-tenant-access.md)
- [How to setup your affiliate link tracking](https://support.introw.io/en/articles/15443507-how-to-setup-your-affiliate-link-tracking.md): How to install Introw affiliate tracking on your site and track conversions client-side, server-to-server, or automatically with your HubSpot forms.
- [Roles and permissions](https://support.introw.io/en/articles/11136281-roles-and-permissions.md): Learn how to use Introw user roles, permissions and notifications
- [Segments in Introw](https://support.introw.io/en/articles/15586173-segments-in-introw.md): Learn how to build partner and partner contact segments to group, target, and control access across the platform.
- [CRM User](https://support.introw.io/en/articles/12079274-crm-user.md): Learn the permissions of a CRM user that uses the partner portal via the HubSpot card.
- [Enable Single-Sign-On for Partners](https://support.introw.io/en/articles/10740664-enable-single-sign-on-for-partners.md): Learn how to setup single-sign-on for your partners
- [Setup Single-Sign-On for Partners \(SSO\) via Auth0](https://support.introw.io/en/articles/10820542-setup-single-sign-on-for-partners-sso-via-auth0.md): Learn how to setup Single Sign-On \(SSO\) via Auth0
- [Enable Single-Sign-On for your team](https://support.introw.io/en/articles/10829581-enable-single-sign-on-for-your-team.md): Learn how to setup single-sign-on for your team within Introw.
- [My partner does not receive any emails](https://support.introw.io/en/articles/12549379-my-partner-does-not-receive-any-emails.md): Learn what to do if your partner isn’t receiving emails or notifications from Introw PRM, including spam filter issues and domain whitelisting.
- [Notification settings](https://support.introw.io/en/articles/14616921-notification-settings.md): Learn how to configure and manage notification preferences in Introw
- [Link your Custom Domain](https://support.introw.io/en/articles/10010261-link-your-custom-domain.md): Questions and answers to get your custom domain setup for your partner portal.
- [Send notifications from your own email domain](https://support.introw.io/en/articles/15701442-send-notifications-from-your-own-email-domain.md): Configure a custom email domain so Introw sends partner notifications from your brand instead of ecosystem@mail.introw.io — for higher trust, better open rates, and fewer emails landing in spam.
- [Multi-Currency: localise the partner portal experience](https://support.introw.io/en/articles/13702763-multi-currency-localise-the-partner-portal-experience.md): Learn how to enable multi-currency to display localised pipeline totals and dashboard metrics for your global partners while maintaining CRM data integrity
- [How to set a fiscal startdate](https://support.introw.io/en/articles/13193635-how-to-set-a-fiscal-startdate.md): Learn more about setting your fiscal start date and how it impacts dashboards and analytics

## For Partners

- [Introw mobile experience](https://support.introw.io/en/articles/15324870-introw-mobile-experience.md): Register deals, track pipeline, and get AI coaching from your phone. Complete guide to Introw's native mobile experience for partners.
- [Install Introw on your mobile home screen](https://support.introw.io/en/articles/15324724-install-introw-on-your-mobile-home-screen.md): Introw is fully mobile-friendly — partners can add the portal to their mobile home screen for one-tap access on iOS and Android.
- [Everything Your Partners Can Do in Introw](https://support.introw.io/en/articles/15615361-everything-your-partners-can-do-in-introw.md): A tour of what a partner can actually do inside your Introw-powered portal: register deals their way, see their full pipeline and performance, get certified, request and track MDF, follow commissio...

## Product updates

- [Introw Product update - June 2026](https://support.introw.io/en/articles/15430997-introw-product-update-june-2026.md): The best partner programs grow on two fronts at once — bringing in new pipeline and rewarding the partners who drive it — without piling more manual work on your team.
- [Introw Product Update - July 2026](https://support.introw.io/en/articles/15885384-introw-product-update-july-2026.md): Introw's AI agent now works inside Slack, commissions can run on real Stripe and Chargebee billing data, and segments deliver a personalized partner experience at scale.
- [13 little Introw tricks you probably didn't know about](https://support.introw.io/en/articles/14635252-13-little-introw-tricks-you-probably-didn-t-know-about.md): 13 little Introw tricks you probably didn't know about
- [Introw Product update - May 2026](https://support.introw.io/en/articles/15183455-introw-product-update-may-2026.md): Partner programs don't scale by working harder — they scale by removing friction for the people inside them.
- [Introw product update - April 2026](https://support.introw.io/en/articles/14441504-introw-product-update-april-2026.md): Information on the main features delivered last month \(March 2026\).
- [Introw product update - March 2026](https://support.introw.io/en/articles/14041018-introw-product-update-march-2026.md): Information on the main features delivered last month \(february 2026\).
- [Introw Product update - January 2026](https://support.introw.io/en/articles/13597835-introw-product-update-january-2026.md): Information on the main features delivered last month \(January 2026\).
- [Introw Product update - December 2025](https://support.introw.io/en/articles/13035409-introw-product-update-december-2025.md): Information on the main features delivered last month \(November 2025\).
- [Introw product update - November 2025](https://support.introw.io/en/articles/12752596-introw-product-update-november-2025.md): Information on the main features delivered in October
- [Introw product update - October 2025](https://support.introw.io/en/articles/12534233-introw-product-update-october-2025.md): Information on the main features delivered in September
- [Introw product update - August 2025](https://support.introw.io/en/articles/12142898-introw-product-update-august-2025.md): Information on the main features delivered in August
- [Introw product update - July 2025](https://support.introw.io/en/articles/11868054-introw-product-update-july-2025.md): Information on the main features delivered in June and July.
- [Introw product update - June 2025](https://support.introw.io/en/articles/11594452-introw-product-update-june-2025.md): Information on the main features delivered in May.
- [Introw product update - May 2025](https://support.introw.io/en/articles/11170409-introw-product-update-may-2025.md): Information on the main features delivered in April.
- [Introw product update - March 2025](https://support.introw.io/en/articles/10854679-introw-product-update-march-2025.md): Information on the main features delivered in February and March
- [Introw product update - September 2024](https://support.introw.io/en/articles/10023271-introw-product-update-september-2024.md): Information on the main features delivered in September
- [Introw product update - January 2025](https://support.introw.io/en/articles/10516533-introw-product-update-january-2025.md): Information on the main features delivered in January
- [Introw product update - November 2024](https://support.introw.io/en/articles/10295136-introw-product-update-november-2024.md): Information on the main features delivered in November
- [Introw product update - October 2024](https://support.introw.io/en/articles/10114996-introw-product-update-october-2024.md): Information on the main features delivered in October
- [Introw product update - August 2024](https://support.introw.io/en/articles/9883598-introw-product-update-august-2024.md): Information on the main features delivered in August
- [Introw product update - May 2024](https://support.introw.io/en/articles/9440109-introw-product-update-may-2024.md): Information on all features delivered in May