Platform
Keep quotes, orders and commissions in view
Use the partner portal to register opportunities, coordinate supplier options and quotes, track the pipeline, and review the commission records available to your role.
Partner portal
Four practical jobs, connected by the deal record
The portal groups day-to-day work around the opportunity. The workflow model shows how context can move through the process; access depends on role and agency settings.
Start and protect the deal
Capture the account context and create the dated record used in later account-review questions.
Deal registration
Platform module
Register once and keep the partner, account, and opportunity context connected through quote requests, ordering, and commission administration.
Account ownership
Platform module
Ownership fields and dated registration records give partners and Oqitor operations a shared record for reviewing account and opportunity questions.
Partner CRM
Platform module
Accounts, contacts, and locations live next to your deals.
Build the right option
Plan the category, request available options, and keep quote work on the opportunity.
Supplier access
Platform module
Pursue business technology categories through Oqitor's supplier access workflow while registration, quote coordination, pipeline state, and commission records stay connected.
Supplier catalog
Platform module
Browse available categories and product lines inside the platform workflow, organized for partner-led opportunity planning.
Quote management
Platform module
Build, track, and coordinate quotes from the same platform that holds the registered opportunity and account context.
Run the pipeline
See the work in motion, follow up with the right owner, and return to the underlying record.
Pipeline management
Platform module
Registered opportunities sit in a stage-based pipeline that authorized users can review and update as work advances.
Lead routing
Platform module
Structured lead records can be reviewed and assigned to authorized owners under Oqitor's operating workflow.
Partner dashboard
Platform module
The portal overview brings the records and status indicators available to your role into one starting point.
Review commission records
Authorized agency users can follow the commission information and payout records available to them.
Commission reconciliation
Platform module
Commission records are designed to connect order context, supplier-statement evidence, adjustments, and issued payouts so authorized agency users can review how amounts were administered.
Payment visibility
Platform module
Authorized agency users can review issued payouts and the commission records available to their role.
Reporting
Platform module
Filterable views across opportunities, orders, and commissions.
What stays connected
Built for partner-led distribution
The platform keeps the account, opportunity, quote request, order, and role-scoped commission context close to the people working the deal.
Deal context
Account, partner owner, category, quote request, and order context stay with the opportunity as work moves forward.
Team work
Authorized channel teams can follow pipeline movement and the records needed for their next action.
Role-scoped records
What a user can see and do is set by their role, agency permissions, and account settings.
Start with one registered deal.
Apply, create your partner account, and run the first registered opportunity through one operating system.