Category "Client Management"
There are 12 results found
As part of Partner Platform’s assimilation into Zywave, there are 2 new resources available to you for your training and support needs. Zywave University replaces Partner Learning Center and PartnerNet as the primary resource for training webinars and on-demand content. […]
This QuickGuide explains how to print envelopes and labels from Partner Platform for one client and for multiple clients.
This QuickGuide explains how to link related clients through the Cross Reference feature. Linked clients will show on the Client QuickSummary screens, but will not appear in search results.
This QuickGuide explains the steps to eliminate duplicate clients created after receiving initial loads from multiple companies. This is intended for agencies that are new to Partner Platform that are populating their database using i-loads. If you are not new to […]
This QuickGuide explains how merge two clients together in Partner Platform.
This QuickGuide explains how to use a template to create an email message.
This QuickGuide explains how to create a new individual and how to link an existing individual to a client in Partner Platform.
This QuickGuide explains how to create a new client in Partner Platform.
Partner Platform offers the Marketing List Import function which allows you to import basic information for prospects, clients, contacts, individuals from a .csv file format. This QuickGuide provides tips for preparing a spreadsheet and instructions on how to import it.
This guide describes what to do if you get an error message that says “Unable to save Address book.”
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