Managing Referrals in Bulk in Partner Center
Chapter 2: Overview
Milestone 4
Manage Referrals in Partner Center
Milestone 4 focuses on effectively managing your referrals within Partner Center. This stage involves getting familiar with the Referrals workspace UI, learning how to add referrals manually, leveraging the bulk feature for efficiency, and managing existing referral details. Mastering these elements is key to optimizing your referral process and ensuring successful co-sell opportunities.
Referrals Workspace UI
Explore the Referrals workspace interface to understand its layout and functionalities. Familiarize yourself with the different sections and tools available to manage your referrals effectively.
Add a referral manually
Learn the step-by-step process for adding referrals manually to the system. This hands-on approach is useful for managing individual referrals with precision and detail.
Get Acquainted with Bulk Feature
Discover how to use the bulk feature for creating, updating, and managing multiple referrals at once. This feature is essential for handling large volumes of data efficiently.
Managing Referrals in Bulk in Partner Center
Add a referral manually
Learn the step-by-step process for adding referrals manually to the system. This hands-on approach is useful for managing individual referrals with precision and detail.
Manage Existing Referral Details
Review and update details for your existing referrals to ensure accuracy and relevance. Proper management helps in maintaining the quality and effectiveness of your referrals.
Manage Existing Referral Details
Understand the process for closing referrals once they are resolved. Properly closing referrals ensures that your data is accurate and up-to-date, and helps in tracking the success of your co-sell efforts.
Successfully managing your referrals through these processes will enhance your ability to track and drive co-sell opportunities. By mastering the Referrals workspace UI, adding referrals manually, leveraging bulk features, and effectively managing and closing referrals, you set yourself up for greater success in Partner Center.
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