Forum Discussion

MandyBubbles's avatar
MandyBubbles
Member
1 year ago

I need a Partner Manager

I need help to get a client's file added to my business and apparently I need a partner manager, I have never had one of these and can not find one anywhere.  I have left messages with online chat ye...
client portals
Rachael_W's avatar
Rachael_W
Experienced Cover User
1 year ago

MandyBubbles A client or their advisor needs to add you to the clients file.  A Partner Manager is allocated to you by myob if you meet their criteria.

Hope this helps :)

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