PartnerTap synchs with CRM nightly. Your companies instance determines what syncs occur.
Articles in this section
- What is Shared in PartnerTap?
- Why does it say my partner has zero matched accounts? (when we did before)
- How do I get the alert bell to clear?
- How do I see account in common with a partner?
- How do I invite a Partner?
- How do I report an inappropriate post?
- What data is shared with my partner?
- How can I help my partner understand what PartnerTap does?
- What happens if a partner goes to a competitor?
- How do I log out?