To view a training video on how to manage your Connections, click here. To view a training video on how to use the PartnerFinder to find and be found by new partners, click here.


What is a Connection?

 

Connections are a way to manage all of your partners in one place. You can use connections to establish which partners you are working with, and who you'd like to work with, similar to an address book. You can also get up to date, downloadable, contact information from your Connections. 

 

 

How do I add a Connection?


There are a few ways that you can add a Connection:

1. By clicking on INVITE

2. Through the Connections menu by clicking on + ADD CONNECTIONS

3. From the PartnerFinder*

 through the Connections menu: (1) from the "Add Connection" button & (2) from "Find New Partners" button (for potential partners)



* To add Connections through the PartnerFinder, you will need to be on our Connected Plan. To find out more about our pricing plans, click here.