PartnerTap today pulls by the "account owner" field. If you are not listed as the account owner you won't see any accounts. Please submit a request with the subject line "Not an Account Owner" we'll need to work with you to understand how you view your accounts in SFDC and make sure you can access them.
Articles in this section
- Getting Started Guide
- PartnerTap - Quick Start Steps (ultra condensed)
- How do I log on?
- Best Practices Guide - PartnerTap Relationship Building
- How do I add my own profile picture?
- What information does PartnerTap pull from Salesforce?
- How do I send a lead?
- Can I turn on opportunity sharing with partners?
- What devices can I use with PartnerTap?
- Why don't I see any logos on my account records?