Portal Settings

General

• Messages
• ZiftONE Partner Portal Glossary
• Terms & Conditions
• About Cookies
• GDPR Help Center
• Zift Solutions as a Data Processor

• See all 13 articles

Passwords

• How do I change my password in ZiftONE?

Manage Users

• Manage Users
• Adding a User
• Approving / Rejecting Requests for User Accounts
• Editing a User's Profile
• Changing a User's Role
• Deleting a User's Account

Providers

• About Provider Settings
• Provider Access Levels
• Granting a Provider Access to your Portal Account
• Downgrading/Removing a Provider's Access to your Portal Account

Company Profile

• Company Profile
• Updating Your Company Details
• Updating your Partner Locator Profile
• Time Zones in the Company Profile

Email Footer

• Add an Email Footer

Mailing/SMS Credits

• Mailing Credits
• SMS Credits
• About Email Service Tiers
• Counting Emails Against Mailing Credits
• About Mailing Limits
• Requesting Additional Mailing Credits

• See all 7 articles

Contact Fields

• Contact Fields
• Adding a Contact Field
• Using Custom Contact Fields

Manage Templates

• Manage Templates
• Creating a New Email Template
• Editing an Email Template
• Deleting an Email Template
• Setting a Default Template for Emails

Social Media

• Social Media Settings
• About Social Media Settings
• Connecting Social Media Accounts
• Using a Facebook Account
• Using an X (Twitter) Account
• Using a LinkedIn Account

• See all 8 articles

Install Analytics

• ZiftONE Analytics for your Portal
• About ZiftONE Analytics
• Embedding Code for ZiftONE Analytics

Notifications

• About Notifications
• Notification Types
• About Notification Settings
• Managing your Notification Settings
• Sending Notifications to Non-ZiftONE Users
• Notification: Supplier Emails

• See all 16 articles

Tracking Options

• Tracking Options
• About Cookies in your Portal
• Tracking User Data for your Portal

Scheduled Reports

• Scheduled Reports

Suppression List

• About the Email Suppression List
• Suppression List
• Adding Domains to the Suppression List
• Adding Email Addresses to the Suppression List

Lead Management

• Lead Management
• Automate Lead Assignments
• About Lead Management Settings
• Configuring Auto-Registration Rules for Leads
• Configuring Auto-Acceptance for Leads
• Specifying a Default Recipient of Lead Notification Emails

CRM Settings

• CRM Integration Compatibility
• CRM Features and Versions for Zift Integration
• CRM Status Mapping Summary
• Set up a CRM Integration
• Set up Automatic Nightly Lead Exports
• CRM Connection Settings

• See all 22 articles

Sales Reps

• Sales Reps
• Adding Sales Reps
• Editing and Deleting Sales Reps

Deal Management

• Deal Management
• Assigning a Default User or Sales Rep for New Deals

Funnels

• Set Up Data Funnels
• About Data Funnels
• Setting up a Deal or Lead Funnel
• Viewing Logs for Deal and Lead Funnels
• Pausing and Resuming a Data Funnel

App Connectors

• Set up Hootsuite
• Set up Salesforce Pardot
• Set up Hubspot