Partner notes overview
The Partner notes feature lets you add internal notes to partner profiles in the Partner Portal. These notes are internal-only and help your team track important partner details, communications, or reminders.
Add or view partner notes
- Navigate to Partners under Reporting and Management.
- Enter the partner’s name or email address in the search field.
- Click on the search result to open up their profile:
- Open the profile and switch to the Notes tab:
- Type your note and click CTRL+Enter (Windows) or Command+Enter (Mac) to save.
- You'll be able to view all existing notes, including the author and the note date:
