Clients dashboard overview

The Clients dashboard presents the underlying technology of the Authorized Organizations feature in a view that is specific to partners. This feature is available only to authorized resellers and technology partners.

You must have a role with the minimum permissions for partners.
Use External Contacts to add client information. You can perform a bulk upload of client information, sync with your Salesforce account, or manually add clients one at a time.

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Clients dashboard overview

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