We have created a portal to keep you connected with your business partners. We allow partners to see deals they are linked to, access them and make necessary changes to help you close them faster. Beside adding comments, editing client profile and uploading documents, partners are able to see deal progress by workflow stages and to add new deals to your organisation.

Please note that we have also given users the ability to control the information that partners can see and edit on a deal. You will get notification as well as the partners on each new deal and information they have sent to you. It will be way easier to manage your referral deals using this powerful tool.