Quick Start Steps
- Download, Open, Create account or Login to PartnerTap with your CRM login name and Password
- Tap “Accounts” = Think “home”. This is your territory/accounts as they are assigned to you in CRM.
- Tap “Partners” = Select “INVITE BY EMAIL” & enter you partner’s email address
- After your partner accepts your invitation and activates in the app you will see them show up in your “Partners” and activity will show up in your tap.
- Begin Accelerating your partnerships - Sharing Intel, Exchanging Leads, & Keeping up to date in the Tap!