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Roles
FAQ
Overview Upon accessing the Program Manager, the Accounts tab is chosen by default, this contains a list of a...
Overview Market assets are used to customize tactics with a partner's specific information like their log...
Overview Call tracking allows you to create a phone number to track inbound calls from customers. Trackab...
Overview The mailing list is the group of contacts that will receive an email campaign. You cannot send t...
Overview If a partner has forgotten their password or needs to be sent their login credentials, you can send...
Overview The project management system lets you create and manage project lists. Each project type has speci...
Overview If a partner has another employee that needs access on the platform, you can add these users to any...
Overview Form Distribution allows you to set the distribution settings on forms for a specific account. Inst...
There are two ways to login to a partner account: from the Program Manager screen and from the client summary ...