Frequently Asked Questions

Creating an account is easy! Visit the Registration page and fill in your details. You'll receive a verification email to confirm your account. Once verified, you can log in and start exploring the platform. Note that accounts are always self-registered—administrators cannot create accounts on behalf of others.

After logging in, you'll land on the Portal which serves as your central hub. The left sidebar menu provides quick access to all major sections: Sales CRM, Client Manager, Collaboration Hub, Content Management, and Finance. Use the search bar at the top to quickly find specific features or clients.

The Deals page is your lead management hub where you can track prospects from initial contact to closed deals. Drag and drop leads between stages, add notes and tasks, and monitor your team's progress. Configure Assignment Rules to automatically distribute leads among your sales team.

Assignment rules automatically distribute incoming leads to your sales team. You can use Round Robin for fair distribution, or create criteria-based rules based on territory, industry, or deal value. Set up alerts via Pipeline Alerts to ensure your team responds quickly to new leads.

Navigate to the Client Manager Hub to view and manage all your campaigns. Click on Campaigns to create new campaigns, set budgets, targeting, and upload creative assets. Use the Campaign Edit page to make adjustments to existing campaigns.

Go to the Banners section within Client Manager to upload and manage your creative assets. Supported formats include standard IAB sizes (300x250, 728x90, 160x600). For best performance, keep file sizes under 150KB and include a clear call-to-action. You can preview how banners will appear before publishing.

The Content Manager is where you manage all your marketing content, including microsites and landing pages. Use the Microsite Editor to create and customize branded landing pages without coding. Content can be linked to campaigns for tracking and performance measurement.

The Collaboration Hub is your central space for working with partners and team members. It provides an overview of your collaboration activities, campaign performance, and pending actions. Access your proceeds and payment information through the Performance Dashboard.

Collaboration Boards are discussion spaces where you can communicate with partners about specific campaigns or projects. Create boards for different topics, invite participants, and use Board Threads for organized discussions. All conversations are saved for easy reference.

Access the Financial Hub to manage all your billing and accounting needs. Navigate to Invoice Management to view existing invoices or create new ones. Set up Invoice Templates to standardize your billing process across clients.

Use Payment Confirmations to record and track incoming payments from clients. For expenses, go to Expense Management to log costs associated with campaigns. Both sections provide filtering and reporting options to help you maintain accurate financial records.

Proceeds Programs allow you to set up commission structures for partners and affiliates. Manage your programs to define commission rates and rules. Partners can view their earnings through the Proceeds Programs portal and track confirmed proceeds via Confirmed Proceeds.

Visit your Account Settings to update your profile information, change your password, or manage notification preferences. For application-wide settings, go to the Settings page. Administrators can manage user permissions through the Settings area.

Click on "Forgot Password" on the Login page and enter your email address. You'll receive a password reset link within a few minutes. Check your spam folder if you don't see it. Password reset emails are only sent when you request them—the system never sends unsolicited emails.

First, try refreshing the page or clearing your browser cache. Ensure you're using a modern browser (Chrome, Firefox, Edge, or Safari). If issues persist, check your internet connection. For ongoing problems, contact support with details about the error and which page you were accessing. Screenshots help us diagnose issues faster.

For additional assistance, you can use the AI Help Assistant (click the help icon in the bottom-right corner) for immediate answers to common questions. For complex issues, reach out to your account manager or submit a support ticket through your Settings page. We typically respond within 24 business hours.