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Convey: How do I add Prospects or Additional Recipients on the Partner Portal?

Adding a Prospect on the Partner Portal - 
  1. On your computer, navigate to the website: go.oneday.com
  2. Login using the same credentials you do for the app
  3. When you are within a community click the red “+Add button” in the top right corner
  4. Select “Prospect”
  5. Enter their First Name, Last Name, select Community from Dropdown, and enter their email or phone (optional)
  6. Click “Submit”

Adding an Additional Recipient on the Partner Portal - 

  1. On your computer, navigate to the website: go.oneday.com
  2. Login using the same credentials you do for the app
  3. When you are within a community click the red “+Add button” in the top right corner
  4. Select “Additional Recipient”
  5. Enter their First Name, Last Name, select the associated Prospect from the “Channel” dropdown menu, and enter their email or phone number
  6. Click “Submit”