Get Started
Skip to main content
< All Topics
Print

Setting Up a New Partner

Posted
Updated
Bytimothy A
Views7
Overview: 
The Setting Up a New Partner feature lets you add and configure a new partner in the system. This helps you manage partnerships, track activities, and organize partner information efficiently.

Follow these steps to set up a new partner:

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 + Create to proceed.

Step 3: Click on + Create to proceed.

Step 4: A pop-up window will appear, allowing you to manually create a new partner or select one from your existing contacts.

Step 4: A pop-up window will appear, allowing you to manually create a new partner or select one from your existing contacts.
Step 5: You can use the ‘Create from Existing Contacts’ dropdown to search for the contact’s name.
Step 5: You can use the ‘Create from Existing Contacts’ dropdown to search for the contact’s name.

Step 6: Another option is to manually input the contact’s information to create them.

Step 6: Another option is to manually input the contact’s information to create them.
Step 7: If you select the first option, the fields will automatically populate with the selected contact’s details.
Step 7: If you select the first option, the fields will automatically populate with the selected contact’s details.
Step 8: Once you are done setting up, click Create Partner to save and apply the changes.
Step 8: Once you are done setting up, click Create Partner to save and apply the changes.

No related posts.

Table of Contents
Scroll to Top

Software Login

app.deposyt.com

Login

Merchant Login

deposytdashboard.com

Login