The Dashboard > New Partner Overview screen provides information about the onboarding status of your recently acquired partners. By default, the screen displays all partners acquired in the last 30 days.
This feature is not available in all regions.
The following table outlines the tasks available on the New Partner Overview screen.
|
Task |
Description |
|---|---|
|
Filter partner list by onboarding status |
To view only new partners who have not yet assigned their first full license, expand the drop down menu next to Partner status and select No full licenses assigned. |
|
Filter partner list by acquisition date |
To view only new partners created within a specific period, expand the drop down menu next to Partner created, and choose one of the following options.
|