Getting Started 23

• Login (1)
• Programs
• Account Setup
• Login (2)
• Co-Branding

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Partner Onboarding 8

• Creating Accounts
• Upload Market Assets
• Email Partner Login Credentials
• Partner Project Management
• Form Distribution - Program Forms

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Database Management 15

• Importing
• Exporting Contacts
• Groups
• Merge Duplicates
• Creating Contacts & Accounts

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Account Center 6

• Disable Users
• Updating Organization Information
• Create a New User
• Permission Groups
• Permission Management

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Marketing Execution 35

• Send Vendor Library Emails
• Send Vendor Email Series
• Send Vendor Nurturing Campaign
• Send Your Own Emails
• Tasks & Alerts

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Lead Management 8

• Viewing your leads
• Changing Stages
• Creating Leads Manaually
• Creating and Managing Leads/ Task Stages
• Searching In Lead Management

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Website Management 12

• Add/Remove Pages
• Modify Existing Pages
• Creating Forms
• Form Distribution
• Managing your Site Map

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Projects 2

• Managing Projects
• New Project Template

Catalogs 8

• Creating Custom Catalogs
• Creating a Price List
• Exporting and Importing Price Lists
• Editing Price Lists
• Shipping

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Program Setup 11

• Create Marketing Assets
• Custom Fields - Managed Marketing
• Customize File Types
• Custom Translation Settings
• Creating New Video Players

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Content Management 20

• Point & Click Templates
• Creating Co-Branded Emails
• Creating Campaigns
• Creating an Email Series
• Linking to Landing Pages

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Website Content Syndication 7

• Leads
• Analytics
• Updating Existing Content
• Syndicating Content
• Installation

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