Every Prish partner is encouraged to at least upload a partial client list, if not full, to share with trusted partners.
During the Onboarding flow this page can be reached either by clicking the 2nd item in the onboarding list or by clicking "Clients" in the sidebar.
Once on the page you have the option to either download the template or upload your CSV of partners. The template is simple, meant to give you, your team, and partners visibility without sharing sensitive information. The template includes the following fields:
Client Name
Client Website URL (add www. in front)
Agency POC (optional)
Client POC (optional)
Client email (optional)
You must use the CSV format to upload a client list to Prish, all other file formats will be rejected. If you upload a file without using these fields as intended it's likely the resulting data in Prish will not meet your needs. Ping us at [email protected] with any questions.
Once a client list has been added you will see each entry as shown below. Each line item can be removed but not yet edited (which will be a future option). You can also add new clients to this list one by one with the "Add New Client" button.
As shown below, Partners will only see the clients for which you both share clients as determined by your lists. These are matched on the domain name.
Future enhancements to anticipate:
Granular control of which partners can see each client regardless of match
More intelligent matching that can spot domain differences
The ability to share more information to partners about things like services provided, current sales efforts, and more
Want to add a roadmap suggestion? Drop us a line at [email protected] with the subject line including "Roadmap".