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Managing Partners’ Three-Dot Options (Grid and List View)

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Bytimothy A
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Overview: 
The Managing Partners’ Three-Dot Options feature lets you access different actions for a selected partner in Grid or List view. This helps you quickly manage partner details, organization, and settings from one menu.

Follow these steps to manage partners’ three-dot options in Grid or List view:

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: Select a partner, then click the three-dot menu. A pop-up window will appear, allowing you to move the selected partner to a folder. You can also choose to archive the partner.

Step 3: Select a partner, then click the three-dot menu. A pop-up window will appear, allowing you to move the selected partner to a folder. You can also choose to archive the partner.

Step 4: Once the ‘Move to Folder’ option is clicked, a pop-up window will appear, prompting you to select a destination folder from the ‘Select Folder’ dropdown menu.

Step 4: Once the ‘Move to Folder’ option is clicked, a pop-up window will appear, prompting you to select a destination folder from the ‘Select Folder’ dropdown menu.
Step 5: A pop-up window will also appear when you click the ‘Archive’ option, warning you that this action cannot be undone once confirmed. All of these procedures and options also apply to the Partners List View.
Step 6: A pop-up window will also appear when you click the ‘Archive’ option, warning you that this action cannot be undone once confirmed. All of these procedures and options also apply to the Partners List View.

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