View and manage your global partner footprint with My Partners.
My Partners Demo & Introduction
Getting started with My Partners
Here's a recap on how to get started with our partner management tools. Click the links to access detailed written steps.
- Add current partners to your My Partners list.
- Add your sales forecast for each partner to keep track of performance.
- Add files to one, some or all partner workspaces.
- Invite contacts at each of your partner companies to start collaborating with them in your workspace.
- Communicate regularly through partner conversations, and encourage your counterparts to do the same.
Doing these steps in My Partners maintains critical plans, documents and communications in a single, central location. As additional people join your partnership efforts on either side, or as people leave organizations and others join, they have access to this knowledge and history automatically.
If you have any questions or if you would like advice on how to get started with My Partners, click the chat bubble on the bottom right of your screen to chat with customer care or request a call.
Recommended articles
- What will my partners see when I invite them to myCaribou via My Partners?
- Create a Scorecard Plan to track activity and key performance indicators
- Create myCaribou docs to create, manage and share text-based content
- Create Projects to manage task-based initiatives or projects with your colleagues and/or partners
- Save time with templates for Sales Plans, Scorecard Plans, Projects and/or myCaribou docs
- Workspace Roles & Access