Home / Courses / Sales & CRM / Partner Networks
Partner Portal Playbook
Deal rooms, co-branded assets, and pipeline visibility for resellers.
What you'll learn
- Gold partners see pricing and MDF.
- A partner should submit an account, a value, and a close date.
- Files, next steps, and named owners — not a dump of the CRM.
- Co-branded PDFs expire.
Course content
4 lessons
- 1. Tiers before features
- 2. Deal registration
- 3. The deal room
- 4. Assets that stay current
Description
Partners stop selling when they cannot find pricing, collateral, or deal status.
This playbook covers partner tiers, MDF requests, lead registration, and a deal room that does not leak into the public site.
You will sketch a portal that sales ops can run without a weekly spreadsheet dump.
This playbook covers partner tiers, MDF requests, lead registration, and a deal room that does not leak into the public site.
You will sketch a portal that sales ops can run without a weekly spreadsheet dump.