Partner Portal
A guide for invited Solution Providers on navigating their Introzy access
By Nicole1 author6 articles
- Solution Providers in Introzy: what you can do as an invited userThis article explains who you are in the workspace, what you'll see when you log in, what actions are available to you, and how the Solution Provider experience differs from…
- Report your monthly payments with Accounts PayableThis guide shows solution providers how to use the Accounts Payable page to report the amounts you've collected from each referred seeker for a given period, and how to confirm…
- Tracking referrals through the Referral Opportunities pipelineOnce a referral is created, it appears in a pipeline so you and the workspace admin can track it from introduction through close. This article explains where to find your…
- Reminders & Tasks for following up on referralsReminders & Tasks is where you keep track of the follow-ups that keep referrals moving — call this person, send this proposal, check in on that introduction. This article covers…
- Connectors in Introzy: your role and what you can doWhat a Connector is, what the workspace looks like when you log in, and what actions are available to you as an invited Connector.
- Understanding your earnings: Dashboard and FinanceHow Connectors track earned and pending commissions on the Dashboard, and how to use the Deals and Invoices pages to see the finance detail behind your earnings.