PartnerPage

An instruction document for partners looking to get listed in a directory, and how to edit a profile.

Instructions for Partners | Getting Listed and Profile Management Step-by-Step Guide

Instructions on how to edit an existing profile that is listed in a directory

Instructions for Partners | Editing Your Existing Profile(s)

How to manage the flow of contact requests

Managing Contact Requests for Partners

How to Optimize Your Service Partner Profile to Get Found by the Right Customers

Within the team settings, control what email notifications you get from your account

Manging Email Settings in PartnerPage

Add a lead webhook under Settings, then Developers, and every new lead on your profiles is pushed to your CRM or automation tool within seconds.

Send new leads to your own tools with a webhook

Ali Winberry

Mario Tarabbia

Getting listed in SaaS directories, and management of public profiles.

Instructions for Partners 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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