Magentrix PRM Partner Portal Configuration in 20 mins 🤯
Most partner portals take a long time to configure and implement. Not Magentrix. Magentrix is a DIY, self-managed PRM (everything is drag-and-drop, no code and doesn't require help from PRM vendor).
(00:00) Intro
(00:36) Branding the partner portal with the Theme Builder (selecting colors, fonts, logos, favicon, styling preference for UI elements, etc.)
(03:08) Partner portal navigation setup
(03:50) Settings for Articles (Partners News, Blogs, Knowledge base, etc.)
(04:56) Content Sharing Permissions settings
(06:18) Partner Engagement Pages setup
(09:30) Resource Collections (formerly called Playbooks)
(10:24) Tab icons selection
(11:55) How the partner portal looks so far
(12:55) Deal Summary Page (Deal registration, pipeline tracking, and other deal details for greater visibility for the partners)
(17:31) Partner Attribution - setting up referral link for partners
(19:09) Partner portal is configured and ready to go for uploading your content
See this video for how to configure the Salesforce CRM to PRM integration in just 8 minutes (depending on how fast you are): • Partner Portal (PRM) to Salesforce CR...
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Credits:
Narrator: Paul Bird
Producer: Fereshta Nouri
Portal Graphics & Branding: Fereshta Nouri
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