Learn more in this article about the Partners program
The Partners Dashboard is your starting point to keep a detailed track of both your customer accounts and the status of your collaboration requests.
Only administrators or owners of a consultancy account will have access to all the data and will be able to edit the profile, manage requests and assign account managers.
With a single glance you will be able to immediately know how many requests you have, the amount of pending activities of your clients, their subscription plan to Holded, the assigned account manager, the messages to read and whether you have access to their account.
What can you do from the Partner Dashboard
View your public profile
Check that your public profile is in order, or update the information if you need to. Keep in mind that each change will have to be reviewed internally before it can be published.
Learn here how to edit your public profile
Check messages and pending requests
Read the messages of your clients and consult the requests of your prospects.
Go here to learn how to manage your requests
Manage your clients
Open the detailed view of your clients to be aware of their pending activities, consult the history of your conversations and access their Holded account.
This option is available to both administrators and account managers.
Check this article and learn how to manage your client's activities
Visit the Marketplace
Browse the Holded Marketplace to be informed about other consultancies.
Learn more here about the Holded Marketplace