Partner Portal: Room Types
Your Partner Portal is organised into different "Rooms" - each designed for specific partnership activities. Think of rooms as different areas of your workspace, each with its own purpose and tools.
Overview Room - Your Partnership Dashboard
What you'll see: Your main landing page with everything at a glance
Daily use:
Check your performance - See leads submitted, deals in progress, commission earned
Quick actions - Jump to submit a new lead or check deal status
Recent updates - See what's happened since your last visit
Important announcements - Get partnership news and updates
Example: Mike logs in Monday morning and immediately sees he has 3 new deal updates, $15K in pending commissions, and a new training module available.
Leads Room - Submit and Track Referrals
What you'll do: Manage all your lead referrals and track their progress
Key activities:
Submit new leads with a simple form - just add contact details and notes
Track lead status - See which stage each lead is in (qualified, demo, proposal, closed)
View your lead history - See all leads you've submitted and their outcomes
Get progress updates - Receive notifications when leads move through the pipeline
Commission tracking - See expected payouts for each lead
Example: Sarah from a consulting firm spots a potential client who needs CRM software. She logs into the Leads room, clicks "Submit New Lead," fills out the client's details, and gets a confirmation that the lead is now being worked by the sales team.
Deals Room - Monitor Sales and Commissions
What you'll do: Track sales opportunities and revenue
Key activities:
View your deal pipeline - See all opportunities you're involved in
Monitor deal progression - Watch as deals move from proposal to closed-won
Track deal values - See potential revenue and your expected commission
Add deal notes - Share insights about the prospect or competitive situation
Celebrate wins - Get notified when deals close successfully
Example: Lisa's agency referred a client 3 months ago. In the Deals room, she can see the deal is now at the "Contract Review" stage worth $50K, with her expected commission of $2,500 clearly displayed.
Resources Room - Access Training and Marketing Materials
What you'll find: Everything you need to be successful in your partnership
What's available:
Training materials - Product guides, certification courses, best practices
Marketing assets - Brochures, case studies, presentation templates
Sales tools - Battle cards, pricing sheets, competitive comparisons
Technical docs - Integration guides, API documentation, troubleshooting
Partnership updates - New product announcements, program changes
Example: Before a client meeting, Tom downloads the latest product brochure and pricing sheet from the Resources room, ensuring he has current information to share.
Projects Room - Collaborate on Implementations
What you'll do: Work together on client projects and implementations
How it works:
View project timelines - See all tasks and deadlines in one place
Track progress - Know exactly what's been completed and what's coming next
Assign tasks - Collaborate with both your team and your partner's team
Share updates - Post progress reports and milestone completions
Manage deliverables - Upload and review project documents
Example: Jennifer's team is implementing software for a mutual client. The Projects room shows her that the data migration is complete, user training is scheduled for next week, and she needs to review the final configuration by Friday.
Messages Room - Communicate with Your Partner Team
What you'll do: Have ongoing conversations with your partner contacts
Communication features:
Direct messaging - Quick questions get quick answers
Organised conversations - Different topics stay separate and easy to find
File sharing - Attach documents or images to your messages
Message history - Find old conversations when you need to reference something
Notifications - Get alerted to new messages via email or in-app
Example: David has a question about a client's specific requirements. Instead of email, he posts in the Messages room and gets a response from the technical team within an hour.
Brand Guidelines Room - Get Approved Marketing Assets
What you'll find: All the marketing materials you're approved to use
Available assets:
Logos and graphics - High-resolution files in various formats
Marketing templates - Presentations, brochures, and email templates
Brand guidelines - Colours, fonts, and usage rules
Co-branded materials - Assets featuring both company logos
Campaign assets - Materials for specific marketing campaigns
Example: Maria needs to create a presentation for a prospect. She visits the Brand Guidelines room, downloads the approved presentation template and product screenshots, ensuring everything looks professional and on-brand.
Shared Files Room - Exchange Documents and Collaborate
What you'll do: Share files back and forth for various partnership activities
File sharing features:
Upload documents - Share contracts, proposals, technical specs
Organise in folders - Keep different types of files organised
Version control - Always know you're working with the latest version
Download tracking - See when files have been accessed
Collaborative editing - Work together on documents in real-time
Example: Alex needs to review a mutual client's requirements document. His partner uploads it to the Shared Files room, Alex reviews and adds comments, then uploads the revised version for final approval.
Contacts Room - Connect with Your Partnership Team
What you'll find: Directory of everyone involved in your partnership
Contact information:
Partner team members - Sales reps, technical support, partner managers
Your team members - Everyone from your company involved in the partnership
Role definitions - Understand who does what and when to contact them
Contact preferences - How each person prefers to be reached
Team updates - Know when new people join or roles change
Example: Karen has a technical question about an integration. She checks the Contacts room, finds the technical support specialist, and sees that he prefers to be contacted via the Messages room rather than email.
Custom Rooms - Tailored for Your Specific Needs
What makes them special: Built specifically for your unique partnership requirements
Possible uses:
Training portals - Customised learning paths with progress tracking
Campaign centers - Dedicated spaces for joint marketing initiatives
Support hubs - Specialised help areas with FAQs and troubleshooting
Analytics dashboards - Custom reporting and performance metrics
Industry-specific tools - Specialised functionality for your business vertical
Example: A healthcare software company creates a custom "Compliance Center" room for their partners, featuring HIPAA training modules, compliance checklists, and industry-specific resources.
How Rooms Work Together
Daily Workflow Example:
Start in Overview - Check for new activity and important updates
Visit Leads Room - Submit any new referrals from the weekend
Check Deals Room - See if any of your deals have progressed
Review Messages - Respond to any partner communications
Access Resources - Download materials needed for today's client calls
Monthly Routine:
Performance review in Overview room for commission tracking
Pipeline analysis in Deals room to forecast upcoming revenue
Training updates in Resources room to stay current
Relationship check-ins via Messages room with key partner contacts
Your partner will set up the rooms that make the most sense for your type of partnership - you might have all of these rooms available, or just the ones that are most relevant to how you work together.