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By Role

Channel Manager

Run your partner book of business in one place

Channel Managers see and act on the partners they own, the deals those partners source, and the MDF and commissions tied to them.

Partner book of business

Scoped partner access

See only the partner accounts you manage, with full read/write.

Partner-sourced deals

Approve deal registrations and track joint pipeline.

Commissions

Calculate, approve, and report commissions on partner deals.

MDF requests

Submit and steward MDF on behalf of your partners.

Enablement

Partner learning paths

Assign onboarding and certification programs to partner contacts.

Content sharing

Publish partner-safe collateral and track engagement.

Joint account planning

Build mutual account plans inside the partner record.