Overview

Extending ZINFI UPM's adaptive software-as-a-service (aSaaS) to smartphones and tablets via native apps gives your organization a strong competitive advantage that can help drive revenue and enhance the partner and customer experience remotely. Whether viewing up-to-the-minute account or contact information, updating an opportunity, or scheduling an activity, the UPM Mobile Native Application provides mobile, secure, and instant access to vital customer and partner information and the productivity tools field professionals need to succeed.

The Progressive Web Apps (PWA) Mobile App combines the functions of the native app with the accessibility of the UPM portal. UPM Mobile Progressive Web Apps use modern web capabilities to deliver fast, native-app experiences with no app store downloads required, and all the goodness of the web portal. Currently supported mobile platforms: Android (check compatible versions).

Please Note: The UI experience of the UPM Mobile App and associated modules described in this guidebook are for demo purposes. The UI experience and the associated modules may vary as per your organization's UI branding and availability of modules as per respective licensing.

Benefits of Using the UPM Mobile App

Fast and responsive app performance optimized for mobile networks.
Full UPM access at your fingertips — most information and productivity tools needed for effective channel management are available on the go.
Clean, familiar interface — smartphone-optimized UI featuring the ZINFI UPM interface and inviting color palette.
Configurable and personalizable — application settings can be tailored to match unique organizational requirements and user preferences.
Task-oriented interactions — perform searches, multi-select list items, view related records, and access Quick Action menus quickly and easily.

Mobile Platform Usability

The UPM Mobile application enables you to access and work with your UPM data from Android devices — including mobile phones and tablets. With this mobile application, you can access and manage your Partners, Leads, Accounts, Contacts, Tasks, and Products, and access or analyze organizational performance.

Installation — Android

ZINFI UPM Requirements

You must have a valid and active ZINFI UPM Account for the specific Portal. The best experience can be achieved with UPM 13.12 Portal version or higher.

Android Requirements

You need Android 10 or a higher version on your Android phone with internet connectivity.

To install ZINFI UPM from Play Store

Open the Play Store on your Android phone.
Search for UPM (beta).

Play Store search results showing Unified Partner Management by ZINFI Technologies — Play Store search for "UPM (beta)" showing the Unified Partner Management listing

Click on UPM (beta) in the product info screen, then click Install.

Play Store UPM product info screen with Install button — UPM product info screen — tap Install to begin download

Wait for the installation to complete. The status will change from Pending to showing Open and Uninstall buttons.

Installation pending and completed states on Play Store — Installation progress (left: Pending; right: Complete with Open button)

Once the installation is complete, tap Open to run the UPM Mobile application.

Logging In

Open the UPM mobile application you just installed. The welcome screen will prompt you for a Portal URL.

UPM Mobile app welcome screen with Portal URL field — Welcome screen — enter your Portal URL and tap Submit

Enter the UPM Portal URL provided by your vendor and click Submit.
Select your Country and scroll down to choose a Language. Then tap the three-dots icon in the upper-right corner and click Apply.

Country and Language selection screens in UPM mobile app — Country selection (left) and Language selection (right) — tap Apply after choosing

You will be redirected to the introductory portal page. Click Sign In at the bottom of the page.

UPM mobile portal landing page with Sign In button at bottom — Portal landing page — tap Sign In at the bottom navigation bar

Provide your Admin credentials (Username and Password) and click Login.

UPM mobile login form with Username and Password fields — Login form — enter credentials and tap LOGIN to access the portal

Mobile App Functionality

After logging in, the UPM Mobile app provides an intuitive navigation system using icons along the bottom bar and slide-out menus on both sides of the screen.

Three-line icon (top-right) — Opens the right-hand menu displaying the list of UPM modules and Top-Zone Menus (Administration, Dashboard, Partners, Marketing, Sales, Incentives, Reports, etc.).
Left-hand menu icon — After selecting a Module or Top Zone Menu, tap the left-hand menu icon to access Module Shortcuts and Sublinks.
Magnifying glass — Tap to perform a search operation within the current module.
Home button — Returns to the main landing page of the portal.
Bell icon — Indicates arrival of Alert Messages.
Avatar icon (bottom-right) — Displays the current user name and provides options to Switch User, access My Account, set Countries and Languages, access Flexiflow, and Logout.

UPM mobile home screen and right-hand module menu — Home screen (left) and Top-Zone right-hand menu (right) showing all available modules

UPM mobile left-hand Administration sub-menu showing Access Management, User Management, FluidCMS, FlexiFlow, Integration Management, Alerts Management — Left-hand sub-menu after selecting Administration — shows shortcuts and sub-links

Avatar menu — user settings panel with Switch User, My Account, and Logout options

Navigating Applications

Each UPM zone — Administration, Partners, Library, Marketing, Sales, and Reports — provides module-level navigation through the right-hand menu, with sub-module shortcuts accessible via the left-hand slide-out menu. Within each list view, the three-dots icon provides context-sensitive actions such as Add, Delete, Export, and Bulk Import.

Administration

The Administration Zone provides easy-to-use tools to refine every aspect of channel operations — building portals or microsites, managing user and partner groups, and connecting to third-party applications.

User Management

The User Management module allows your organization to set up user accounts and associated groups, controlling which content each user can access via the partner portal.

Navigate to Administration → User Management → Manage Users to reach the View Users page showing all User Accounts.
Tap the three-dots icon on the list page to access bulk actions: Add, Delete, Bulk Import, and Create View.
Tap a user's name to open the details page.
On the details page, the three-dots icon provides: Edit, Delete, Assign To, Request Impersonation, Impersonate, Permanent Delete, and Change Username.

User Management left menu expanded and View Users list page — User Management sub-menu (left) and View Users list with search and pagination (right)

View Users actions menu showing Add, Delete, Bulk Import, Create View options — Tapping the three-dots icon on the View Users page reveals bulk action options

User detail page Actions menu showing Edit, Delete, Assign To, Request Impersonation, Impersonate, Permanent Delete, Change Username — User record actions — available from the three-dots menu on a user detail page

Alerts Management

UPM Alerts notify users when specific events occur — such as receiving approval requests or comment replies. Alerts Management enables admins to create and maintain configurable business or ad-hoc alerts that take the form of email alerts.

Navigate to Administration → Alerts Management → Manage System Emails to view all System Emails.
Use the three-dots icon to Add a new System Email or Delete an existing one.
Tap a System Email name to open its detail page, where the three-dots icon provides: Edit, Delete, Clone, and Send Test Email.

Alerts Management menu and View System Emails list page — Alerts Management menu (left) and View System Emails list (right)

System Email detail page showing System Email Name, Language, Subject, Mail From, Mail To, CC, Bcc, Active fields — System Email detail view showing configurable fields and action options

Partners

The Partners Profile Management module enables a unified approach to global partner management — quickly creating partner records including business information, prospect information, contacts, and accounts, while easily tracking sales history and channel program activities.

Partner Accounts

Partner Accounts are records of partner establishments you are currently doing business with. All Partner Contacts are associated with and listed under their respective Partner Accounts.

Navigate to Partners → Partner Accounts to access the View Partner Accounts list.
Three-dots actions on the list: Add, Delete, Export, Bulk Import, Assign To.
Tapping an account name opens its detail page; three-dots actions there: Edit, Delete, Clone, Assign To.

Partner Accounts sub-menu and View Partner Accounts list showing Account Name, Partner ID, Website, Main Phone, Assigned To, Account Status columns — Partner Accounts list view with search and key account fields displayed

View Partner Account detail showing Partnership Information: Account Name, Account Status, Address fields, Country, State/Province, City, Zip — Partner Account detail view showing full partnership information

Partner Companies

Partner Companies lists all companies by name that your Partner Prospect records are associated with — representing potential partners you are recruiting or onboarding.

Navigate to Partners → Partner Companies to access the listing.
Use the Search button to find specific records; the pen icon lets you edit a selected record inline.

Partner Companies sub-menu selected and View Partner Companies list showing Company Name and Website — Partner Companies list showing company name and website for each record

Partner Contacts

Partner Contacts are records of your partner reps (and internal Admin reps) that you are currently doing business with.

Navigate to Partners → Partner Contacts to access the View Partner Contacts list.
Three-dots actions: Add, Delete, Bulk Import, Assign To.
On the detail page: Edit, Delete, Clone, Assign To.

Partner Contacts sub-menu and View Partner Contacts list showing Account Name, Name, Title, Direct Phone, Email, Assigned User ID — Partner Contacts list view showing contact details and edit controls

View Partner Contact detail showing First Name, Last Name, Email, Title, Contact Type, User Type, Address, State — Partner Contact detail view showing contact information fields

Partner Prospects

Partner Prospects lists all potential partner reps you are recruiting or onboarding.

Navigate to Partners → Partner Prospects to access the View Partner Prospects list.
Three-dots actions: Add, Delete, Bulk Import, Assign To.
On the detail page: Edit, Delete, Clone, Assign To.

Partner Prospects sub-menu and View Partner Prospects list showing Company Name, Name, Title, Phone, Email, Score, Email Verification — Partner Prospects list with prospect scoring and contact detail columns

Partner Types

Partner Types allows you to create naming conventions for different partner categories, then associate those types to Partner Account and Partner Contact records for segmentation in reporting, filtering, and workflow rules.

Navigate to Partners → Partner Types to access the View Partner Types list.
Three-dots actions: Add, Delete.
On the detail page: Edit, Delete.

Partner Types sub-menu and View Partner Types list showing Partner Type Name — Partner Types list view showing configured partner type names (e.g., Regional Distributor, New Partner)

Library

The UPM Library helps your organization maintain an online library system to manage and share digital assets — e-books, videos, banners, images, customer stories — ensuring real-time access to essential content across your organization and partner network.

Content Library

The Content Library provides a secure repository for business documents, audio files, video files, spreadsheets, images, and web pages.

Navigate to Library → Content Library → View Contents to access the listing.
Three-dots (list level): Add, Bulk Upload.
Four-dots (item level): View, Visibility Configuration, Info, Share.
On the detail page: Edit, Delete.

Content Library sub-menu and View Contents tile view showing content items with thumbnails — Content Library sub-menu (left) and View Contents tile display with thumbnail previews (right)

View Content detail showing Content Name, Category, File, Externally Hosted URL, Publish Date, Expiration Date, Search Keywords, Status — Content item detail view showing metadata fields including publish and expiration dates

Video Library

The Video Library provides a secure repository for audio-visual files including audio and video content.

Navigate to Library → Video Library → View Videos to access the listing.
Three-dots (list level): Add, Bulk Upload.
Four-dots (item level): Play, Visibility Configuration, Download.
On the detail page: Edit, Delete, Play, Download.

Video Library sub-menu and View Videos list with video thumbnails and Play/Download/Visibility Configuration buttons — Video Library sub-menu (left) and video tile view with playback controls (right)

View Video detail showing Name, File, Category, Publish Date, Expiration Date, Languages, Version, Content Owner — Video detail view showing video metadata including category and expiration date

Marketing

The Marketing module, integrated with Campaign Management activities, enables your organization to configure campaign accessibility via user group association and manage your entire multi-level campaign member ecosystem — including Prospects, Contacts, Partner Prospects, and Partner Contacts.

Contacts (Campaign Members)

Manage contacts enrolled in campaigns via Marketing → Campaign Members → Contacts. Actions available: Add, Delete, Send Email, and on the detail page: Edit, Delete, Clone, Send Email.

Partner Contacts (Campaign Members)

Manage partner contacts in campaigns via Marketing → Campaign Members → Partner Contacts. Actions: Add, Delete; detail page: Edit, Delete, Clone, Send Email.

Partner Prospects (Campaign Members)

View and manage partner prospects in campaigns via Marketing → Campaign Members → Partner Prospects. Actions: Add, Send Email; detail page: Edit, Delete, Clone, Send Email.

Prospects (Campaign Members)

Access prospects enrolled in campaigns via Marketing → Campaign Members → Prospects. Actions: Add, Send Email, Delete; detail page: Edit, Delete, Clone, Assign To, Send Email.

Sales

The Sales module lets you organize products and solutions, leads and deals, and channel data. Key capabilities include end-user account management (full lead lifecycle from generation to close) and opportunity and deal management with automated review and CRM push via configured system connectors.

Products and Solutions — Manage Price Books

Navigate to Sales → Products & Solutions → Manage Price Books to view and manage price books. Actions: Add, Delete; detail page: Edit, Delete.

Products and Solutions sub-menu and View Price Books list showing Price Book Name, Active, Currency, Is Standard Price Book, Partner Category — Price Books list with currency, standard flag, and partner category fields

View Price Book detail showing Price Book Name, Description, Is Standard Price Book, Currency, Active, Affiliate Commission Rate, Commission Rate Unit, Assign Commission Rate By — Price Book detail view showing commission rate configuration

Products and Solutions — Manage Products

Navigate to Sales → Products & Solutions → Manage Products to manage the product catalog. Actions: Add, Delete, Bulk Import; detail page: Edit, Assign To, Delete.

Manage Products sub-menu selected and View Products list showing Product Name, Product Type, SKU, Solution Offered Name, Category, Active — Products list view showing product type, SKU, category, and active status

View Product detail showing Product Name, Product Type, SKU, Product Image, Retail Price, Currency, Minimum Price — Product detail view showing pricing and product image

Products and Solutions — Manage Solutions Offered

Navigate to Sales → Products & Solutions → Manage Solutions Offered to manage solution categories. Actions: Add, Delete; detail page: Edit, Delete.

Manage Solutions Offered sub-menu and View Solutions Offered list showing Solution Offered Name values — Solutions Offered list (e.g., Sell Direct with Partner, Sell thru Partner)

Lead Management — Accounts

An Account is an organization or person involved with your business — customer, competitor, or partner. These are records of companies engaged in potential Opportunities and Deals.

Navigate to Sales → Lead Management → Accounts to access the View Accounts list.
Actions: Add, Delete; detail page: Edit, Delete, Clone, Assign To.

Lead Management sub-menu showing Lead Inbox, Prospects, Companies, Contacts, Accounts, Opportunities, Tasks, Notes, Documents; and View Accounts list — Lead Management sub-menu (left) and Accounts list with account name, website, phone, and assigned user (right)

Lead Management — Companies

Companies lists all Prospect Company records — the organizations your Prospect records are associated with. Navigate to Sales → Lead Management → Companies. The three-dots action provides Export; tap a company name to view its detail page.

Companies sub-menu selected and View Companies list showing Company Name and Website — Companies list showing prospect company names and websites

Lead Management — Contacts

Contacts are the representatives/employees of your Partner Accounts — the people engaged in potential Opportunities and Deals. Upon qualification, a lead is converted into a Contact.

Navigate to Sales → Lead Management → Contacts.
Actions: Add, Delete, Send Email, Export; detail page: Edit, Delete, Clone, Send Email.

Contacts sub-menu selected and View Contact list showing Account Name, Name, Title, Phone Work, Email, Assigned To, Email Verification — Contacts list view with contact details, assigned user, and email verification status

Lead Management — Opportunities

Opportunities capture potential deals with any Account or Contact. Some organizations use Opportunities as the actual deal record; others use them as a preliminary approval record before creating a Registered Deal.

Navigate to Sales → Lead Management → Opportunities.
Actions: Add, Delete, Export; detail page: Edit, Delete, Clone, Assign To.

Opportunities sub-menu and View Opportunities list showing Opportunity Name, Account Name, Sales Stage, Amount, Expected Close Date, Quarter — Opportunities list showing sales stage, amount, and expected close date

View Opportunity detail showing Opportunity Name, Account Name, Contact Name, Sales Stage, Amount, Discounted Price, Currency ISOCode, Lead Source — Opportunity detail view showing full deal information including lead source

Lead Management — Prospects

A Prospect (lead) is a prospective client — emerging from conferences, website form fills, or other interactions. The Prospects section under Lead Management is where all Prospect records are stored and managed.

Navigate to Sales → Lead Management → Prospects.
Actions: Add, Delete, Assign, Bulk Import; detail page: Edit, Delete, Clone, Assign To.

Prospects sub-menu selected and View Prospects list showing Company, Name, Title, Email, Email Verification, Favorite, Status — Prospects list view with email verification and favorite flags

Lead Management — Tasks

Tasks are actionable items linked to any Prospect, Contact, Account, or Opportunity in Lead Management. They help arrange complex projects into manageable, trackable units.

Navigate to Sales → Lead Management → Tasks.
Actions: Add, Delete, Export; detail page: Edit, Delete.

Tasks sub-menu selected and View Task list showing Task Name, Start Date, Due Date, Status — Tasks list view with task name, start/due dates, and completion status

View Task detail showing Task Name, Status, Start Date, Due Date, Associated Record, Priority, Assigned User, Additional Information — Task detail view showing priority, associated record, and assigned user

Deal Registration

UPM's Simplified Deal Registration methodology lets partners create a deal in one step through a single-page Deal Registration Form. From the Admin view, the Deal Registration module is the repository of all submitted deals from your partners.

Navigate to Sales → Deal Registration → Registered Deals.
Actions: Add, Delete, Export; tap a deal name to view its detail page.

Deal Registration sub-menu and View Registered Deals list showing Deal ID, Deal Name, Account, Sales Stage, Amount, Expected Close Date, Status — Registered Deals list view showing deal ID, account, sales stage, amount, and status

Channel Data

ZINFI's Channel Data Management module enables your organization to set up a dynamic data collection process from distributors and resellers — tracking what is selling, who is selling, where it is selling, and why.

Navigate to Sales → Channel Data → Sales Data.
Actions: Add, Delete; detail page: Edit, Delete.

Channel Data sub-menu and View Sales Data list showing Sales Data Name, Customer Account, Region, Created On, Reporting Partner, Status, Sale Value — Sales Data list view showing distributor/reseller sales data with region and reporting partner

View Sales Data detail showing Sales Data Name, Feed Name, Customer Account, Region, Reporting Partner, Sale Value LC, Sale Value US, Currency ISOCode — Sales Data detail view showing local currency and US dollar sale values

Reports

ZINFI's Business Intelligence Reports module allows your organization to track progress on all marketing activities and lead generation by participating channel partners. Generate default reports, build custom reports, and add personalized reporting components to your dashboard for real-time performance monitoring.

Library Reports — Assets

The Assets report (under Library Reports) shows a comprehensive count and details of co-branded assets, assets downloaded by partners and leads, and more.

Library Reports — Content Library

The Content Library report shows sales content library tracking details, content downloads by region, and count of content downloads by type.

Content Library Report showing pie charts for File Chart By Partner and File Chart By Downloads, bar charts for Content Type Tracking By Zones and Dashboards, and a content sharing by partner detail table — Content Library Report — visualizes content download trends by region and type

Marketing Reports — Campaign Overview

The Campaign Overview report shows statistics on the count of campaigns executed by type and prospects generated from those campaigns.

Campaign Overview Business Intelligence Report showing 19 campaigns executed, campaign executed by type donut chart, top 10 campaigns by execution and prospect generated — Campaign Overview Report — pulse summary and campaign performance breakdown

Marketing Reports — Email

The Email report shows the count of emails sent, delivered, opened, and clicked, along with top 10 email campaigns by open rate, partners, and campaigns.

Email Business Intelligence Report showing 269 emails sent, 222 delivered, 189 opened, 89 clicked, with top 10 rankings by various metrics — Email Report — delivery, open rate, and click-through performance metrics

Marketing Reports — Events

The Events report shows a detailed count of digital and physical events launched with registrations, plus top 10 events by launch and registration metrics.

Events Business Intelligence Report showing 12 events run and 33 registrations with top 10 events by launch and registration tables and event details — Events Report — event count, registration data, and top-performing events

Marketing Reports — Marketing Overview

Marketing Overview shows a report of all marketing activities done by partners — prospect counts, leads distributed and generated, and graphical representations of prospect engagement per campaign tool by month.

Marketing Overview Business Intelligence Report showing 139 partner engagement score, 51 assets, 88 prospects, with engagement grid showing Campaigns 15 Executed, Assets 25 Co-branded, Emails 283 Sent, Microsites 88 Co-branded, Social Syndication 30 Posts — Marketing Overview Report — partner engagement summary across all campaign tools

Marketing Reports — Social Syndication

The Social Syndication report shows counts of posts syndicated, likes earned, shares, and comments, plus top 10 posts by syndication and engagement metrics.

Marketing Reports — Web Syndication

The Web Syndication report shows counts and details of co-branded showcases, showcases participated, and click-throughs, plus top 10 showcases by participation and engagement metrics.

Portal Activity Reports — Portal Usage

The Portal Usage report shows portal usage by partners — including partner name, contact person, first and last visit timestamps, and whether the partner has downloaded assets, executed campaigns, or accessed reports.

Portal Usage Business Intelligence Report showing detailed table of partner portal activity with first login date, last login date, and group name columns — Portal Usage Report — per-partner activity tracking including first and last login dates

Incentive Reports — MDF Overview

The MDF Overview report shows details of MDF Claims and Submissions — including claim counts, MDF amounts by tier, and monthly trend charts.

MDF Overview Business Intelligence Report showing 12 submitted MDF, 24 approved MDF, 4 waiting MDF, 10 ready for submission; MDF claim and MDF count month year trend charts — MDF Overview Report — submission status, approval counts, and monthly claim trends

Sales Reports

Sales Reports provides two sub-reports: Pipeline Overview (details of deals in the sales pipeline) and Prospecting (details of sales prospecting activity).

Logging Out

To log out from the UPM Mobile App:

Tap the Avatar icon at the bottom-right corner of the screen. A User Settings panel will appear showing the current user name and role.
Tap Logout from the options presented (Switch User, My Account, Global-English, Flexiflow, Logout).

Tap the Avatar icon (left) to open User Settings, then tap Logout (right) to end the session

Document ID: ext.prd.005.06
Published: 02.23.26
Platform Version: UPM 26.x

ZINFI UPM GuideMobile Ready Application – PWA for Partner Portal Administrators