Partner Admin Resources
Guides for our new Coach Partner functionality
By Team and 2 others3 authors5 articles
- How do I create and manage client organizations?Coaches and consultants can create a separate Cloverleaf organization for each client, then manage settings, reporting, managers, and details for every client from My Organizations.
- Lead Links for My OrganizationsThis guide will walk you through using Leads Links.
- Using Webhooks with LeadsThis guide walks through using webhooks to connect Cloverleaf leads to your CRM.
- Managing Users in Your Engagement OrganizationA guide for Organization Managers on managing users in Engagement Organizations you create for your coaching clients.
- Personalized Report Bios (Coaches Only)This article explains how to personalize your report bios with your own description.