Editing Partner Portal Refresh (section)

== Best Practices and Tips ==

To make the most of the refreshed portal, partners should keep the following best practices in mind:

* **Consolidate Views:** Use the new filtering system to replace disjointed Excel sheets or manual tracking tools.
* **Schedule Routine Checks:** Leverage saved views like **Upcoming Renewals** to drive proactive account management.
* **Label and Organize Personal Views Clearly:** Descriptive naming helps team members easily navigate shared client lists.
* **Use the Billing Page Strategically:** Quickly catch up on expirations, cancellations, and plan upgrade opportunities.
* **Reduce Click Fatigue:** Rely on the dashboard's upfront visibility of all key client data to avoid deep-drill navigation.