Add Partner

To start, go to Collaboration from the menu on the left and click on Partner.

Once you’re on the Partner list, you can create a new one by clicking the  button in the top-right corner. The Add Partner page will open up, containing the necessary fields to be filled.

• Name: Type in the name of the partner (which is compulsory).
• Relationship: Choose the relationship from the drop down.
• Type: Choose the type from the drop down.
• Phone: Add the phone number of the partner. You can add multiple phone numbers by clicking on Add Another link.
• Email: Type in the e-mail address (which is compulsory).
• Send Invitation Email: Click on Yes if you would like your partner to receive an ‘invitation email’. Or else click on No.
• Send Referral Email: Click on Yes if would like your partner to receive a ‘referral email’. Or else click on No.
• Partner Image: Upload the partner image.
• Save: Click on the Save button to update the information.