Forum Discussion

MandyBubbles's avatar
MandyBubbles
3 months 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
3 months 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 :)

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.