Partner Directory

This is the feature where you invite your channel partners to join your PRM account. In order to use your PRM account on Elioplus and take a full advantage of the functionality that we offer you need to send invitation to your existing channel partners.

Send invitations

Enter the Partner Directory tab and go on the Send Invitations tab. Here you can upload a CSV file with the email addresses of all your channel partners that you would like to invite.

When you click the send invitation button your reseller will get a notification email to join your PRM account and they will be able to sign up through your partner portal page (Your unique partner portal login URL)

Pending Requests

Here we have two different options:

  • Those resellers that have received the invitation and have clicked inside the invitation email, have been transferred to your partner portal and shave signed up to join your PRM account. When they sign up from your partner portal page then you need to approve the request to join your PRM from the Partner Requests |Pending Requests.
  • Those resellers of yours that have received the invitation but haven’t signed up to your partner portal yet. You can view these resellers from the Partner Requests | Pending Invitations session and you can resend invitations as many times as you want until they accept the invitation and sign up by clicking the Re-send button.

Manage Partners

Here you can see all the resellers that have accepted your invitations to join your PRM account, entered your partner portal from the Link that is included inside the notification email, signed up and you have been accepted by you. Their status is Active and you can now manage them and use the features to collaborate with them, distribute material, onboard, send leads, receive deals, track analytics and more.

Send invitations
list of channel partners
Channel partners that accepted
channel partners approved