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Partners program

Resources to manage consultancy firms' clients from the Holded platform

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Partners program

Introduction & guides

What is the Partners Program?

Learn

What is the Partners Dashboard?
What is the marketplace for Partners?
What is the management of a client account?
What are the status of requests?

Manage

How to join the Partners Program
How to complete and edit your public profile on the Marketplace
How to manage collaboration requests and messages
How to hide and show your public profile in the Marketplace
How to add or remove account managers
How to manage the pending activities of a client

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