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Filtering the Partners

Overview:
The Filtering Partners feature lets you sort and view partners based on specific criteria. This helps you quickly locate and manage the partners you need.

Follow these steps to filter partners:

Step 1: On your Dashboard, navigate to the Partners under the Customers section.
Step 1: On your Dashboard, navigate to the Partners under the Customers section.

Step 2: You will then be navigated to the Partners tab.
Step 2: You will then be navigated to the Partners tab.

Step 3: Click on the Filters button to proceed.
Step 3: Click on Filters button to proceed.

Step 4: A pop-up filter window will appear, allowing you to filter affiliates alphabetically or search by name. You can also filter by a specific date range, by assigned user, or by product.
Step 4: A pop-up filter window will appear, allowing you to filter affiliates alphabetically or search by name. You can also filter by a specific date range, by assigned user, or by product.

Step 5: Let’s use the date range filter as an example.
Step 5: Let’s use the date range filter as an example.

Step 6: Once the date range is set, click the Apply button to filter the results.
Step 6: Once the date range is set, click the Apply button to filter the results.

Step 7: The filtered results are now visible.
Step 7: The filtered results are now visible.

Step 8: You can also use the All Users dropdown to filter partners. Select one or more users, then click Apply to see the results. 
Step 8: You can also click the All Users dropdown menu to filter your partners. Simply select one or more users, then click Apply to view the filtered results.

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