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Partner Portal

The JourneyBee Partner Portal is your dedicated workspace where you collaborate with your partners, share resources, track deals, and manage your partnership activities all in one place.

What You'll Find in Your Partner Portal

Your Partnership Dashboard

When you log in, you'll see your personalised dashboard with:

  • Quick overview of your partnership performance

  • Recent activity showing what's been happening

  • Action buttons to jump straight to common tasks

  • Key metrics relevant to your partnership

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Organised Workspaces (Rooms)

Everything is organised into "Rooms" - think of them as different areas of your partnership:

  • Leads Room - Submit and track referrals

  • Deals Room - Monitor sales opportunities and commissions

  • Resources Room - Access training materials, guides, and marketing assets

  • Projects Room - Collaborate on implementations or campaigns

  • Messages Room - Communicate directly with your partner manager

Real-World Use Cases

For Referral Partners

Sarah runs a consulting firm and refers clients to software companies:

  • Uses the Leads Room to quickly submit new referrals with client details

  • Checks the Deals Room to see which referrals are progressing and expected commission

  • Downloads marketing materials from Resources Room to share with potential clients

  • Gets updates through Messages Room about referral status changes

For Reseller Partners

Mike's company resells multiple software solutions:

  • Manages his sales pipeline in the Deals Room with real-time updates

  • Collaborates on customer implementations using Projects Room with shared task lists

  • Accesses the latest product training and certification materials in Resources Room

  • Downloads approved marketing assets from Brand Guidelines Room

  • Coordinates with vendor support team through Messages Room

For Implementation Partners

Lisa's agency helps clients implement complex software:

  • Tracks all client projects in the Projects Room with shared timelines

  • Shares project documents and gets approvals through Shared Files Room

  • Communicates with vendor technical team in Messages Room

  • Accesses technical documentation and training in Resources Room

How Your Portal is Personalised

Partnership-Specific Content

Your portal shows content that's relevant to your specific partnership:

  • Your tier level determines what advanced features you can access

  • Your partnership stage shows content appropriate for where you are in the relationship

  • Your business category ensures you see relevant resources and tools

Role-Based Access

Different team members at your company may see different content:

  • Sales team sees deal pipelines and commission tracking

  • Marketing team accesses brand assets and campaign materials

  • Project managers focus on implementation tools and timelines

  • Executives get high-level dashboards and strategic updates

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Common Daily Activities

Managing Leads and Referrals

  • Submit new leads with a simple form that captures all necessary details

  • Track lead progress through the sales pipeline with automatic updates

  • View commission status and expected payout dates

  • Get notifications when leads convert or need attention

Collaborating on Deals

  • Monitor deal progress with real-time pipeline updates

  • Share deal-related documents and proposals

  • Coordinate with internal teams on deal strategy

  • Track revenue and commission for closed deals

Accessing Resources

  • Download marketing materials that are always up-to-date

  • Complete training modules and track your progress

  • Access product documentation and technical guides

  • Get certified and track your credentials

Project Management

  • View shared project timelines with clear deliverables

  • Assign and track tasks with your team and partners

  • Share project updates and milestone completions

  • Collaborate in real-time on project deliverables

What Makes It Easy to Use

Mobile-Friendly Design

Access everything from your phone or tablet:

  • Responsive layout that works on any screen size

  • Touch-friendly interface for mobile interactions

  • Offline notifications so you don't miss important updates

Intuitive Navigation

  • Clear sidebar menu with all your available rooms

  • Search functionality to quickly find what you need

  • Recent activity shows your most important updates first

  • Quick action buttons for common tasks

Smart Notifications

Stay informed without being overwhelmed:

  • Email alerts for important partnership updates

  • In-portal notifications for new messages or tasks

  • Customisable settings to control what you're notified about

Getting the Most Value

Start with the Basics

  1. Complete your profile with accurate contact information

  2. Explore each room to understand what's available

  3. Set up notifications for the updates you care about

  4. Connect with your partner manager through the Messages room

Build Your Routine

  • Check your dashboard daily for new activity

  • Update deal status regularly to keep everyone informed

  • Use the Messages room for quick questions instead of email

  • Download resources as needed for client conversations

Grow Your Partnership

  • Track your performance using the analytics in your dashboard

  • Complete training modules to unlock new partnership benefits

  • Participate in collaborative projects to deepen the relationship

  • Provide feedback through the portal to help improve the experience

The Partner Portal is designed to make your partnership more productive and profitable by giving you the tools and information you need, when you need them, in one convenient location.

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