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ZINFI UPM GuidePrograms Managementfor Channel Partners

Partner Guides/Partner Programs Management

What's in Partner Programs Management

1

Introduction

Partners use this feature to discover, enroll in, and manage their participation in various vendor programs, tracking onboarding progress.

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2

View Programs

Partners view and enroll in vendor programs, while UPM administrators filter program listings to manage or segment available opportunities.

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3

Enroll a Program

Partners and administrators use this feature to view available programs, enroll partners, track onboarding progress, and manage associated tasks and notes to activate program benefits.

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4

View My Programs

Partners view and manage their enrolled and applied-to programs, track application statuses, and filter program listings using basic or advanced options.

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5

Executing My Program

Partners use the My Program module to view enrolled programs, track progress, complete onboarding tasks, and manage overall engagement.

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