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PARTNER PORTAL 2.0 • NOW LIVE
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| Your Partner Portal is back. |
| Meet Partner Portal 2.0 — a clearer, faster way to see your referrals, follow deal progress, and take action. |
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TOUR THE NEW PORTAL STEP BY STEP.
4 Big Updates You Should Know About.
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01 • DASHBOARD
See the whole pipeline.
Referrals, active deals, stalled opportunities, wins, losses, and announcements — together at a glance.
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02 • ACTIVITY
Stay current without digging.
Follow new referrals, stage changes, stalled deals, wins, and losses — then filter the feed.
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03 • REFERRALS
Know exactly where each deal stands.
See completed, current, and upcoming stages with dates. Filter Won Deals by quarter.
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04 • RESOURCES
Move from update to action.
Create an invoice, request collateral, customize a stalled-deal email, or request a meeting.
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Your next referral starts here.
Sign in and take a quick look around Partner Portal 2.0.
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We’ll go over Partner Portal 2.0 in more detail during The Referral Partner Marketing Toolkit this Thursday at 12 PM CST.
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Thanks for being a valued Referral Partner. If you need help, reach out to your Boa Safra Referral Partner Manager.
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| Boa Safra Ag • Referral Partner Portal 2.0 |
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