The ChannelBoost directory serves as a comprehensive resource for customers, providing access to partners who specialize in the specific software they are seeking. By navigating through the page, customers can explore a diverse range of partner profiles, enabling them to identify the most suitable partner to meet their requirements. In this article, we will guide readers through the process of configuring this page, empowering them to maximize its potential.
Custom HTML/CSS
The option to edit the website's header and footer using custom code is accessible here.
Publish Profiles
This feature displays a list of partner profiles thats are eligible to be punished to the provider's directory.
Available Actions in Publish Profiles
Each Partner listed under has a three-dot (...) menu with the following options:
- Preview Requirements
- Preview Profile
- Publish Profile
After the Publish Profile action is selected, it changes to "Remove Profile from Directory"
Prerequisites
To enable access to "Publish Profiles", the corresponding Partner must complete the Company Profile setup through Partner Portal > Profile Setup > Company Profile. For more information, click here
Partner Profile Management
- Once a Partner is created, the Partner record cannot be deleted.
- However, certain fields or features within the Partner profile can be deleted from Partner Portal > Profile Setup.
- To archive a Partner from the Publish Profiles list:
- Go to Partner Portal > My Partners
- Select a specific Partner to open the Partner Card
- Click the three-dot menu near the Company Logo
- Choose either Archive or Activate
Note: Archiving or activating a Partner is only available after an invitation is sent from Software Provider > Partner Acquisition > Invite Partners and accepted via Partner Portal > My Provider.
If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.