Quick Overview
Table Of Contents
How to Upgrade to Full Membership Using Accesskey?
- Login to Membership portal: https://app.sales-institute.org/
- Click on Upgrade Membership
- Choose the Membership package and then click the button below (Join SMI)
- Click on Apply Accesskey
- Put the right Accesskey in the Apply Accesskey box below, then press the Submit Payment button
How to Apply for SFP® Certification Exam with Accesskey?
- Login to Membership portal: https://app.sales-institute.org/
- Click on (Apply) beside the Application panel
- Once your Application is approved, Click on – (Pay for the Exam)
- Select – Apply Accesskey
- Set your Exam date and Submit
How to Apply Accesskey to get Practice quiz (Exam Simulator)?
- Login to Membership portal: https://app.sales-institute.org/
- Navigate to – Learning portal
- At the top click on the drop-down button (Classroom) and then select – Practice quiz
- Click on the Green button (Add Quiz)
- Put the Practice quiz (Accesskey)
How to give Accesskeys to students from the SMI Partner portal?
- Login to Partner portal: https://app.sales-institute.org/
- Go to (Grant Access) from the dashboard and click on Access keys
- Select the type of Access key that you want to give access to your student
- Choose – Membership / Practice quiz / Vendor Exam
- Fill-up the table with the students details and then click on (Grant Accesskey) button
How does the product referral system works?
- Login to Partner portal: https://app.sales-institute.org/
- Go to Refer- Refer option from the left
- Put the participants/users email address
- Select product and then select package
- Click on the send button below and participants/users will receive a system generated email with your referral registration link.
- Or click on the (copy link) button at the right side of your dashboard to send the link manually to your participants.
- Go to the refer list option, you will be able to see the list of your user/participants
- Resend the email by simply clicking on the resend button at the right side of your dashboard.
- You can also Create the Referral link from the Home screen of your dashboard
How to purchase Product or Accesskey from the SMI Partner portal?
- Log in to Partner Portal: https://app.sales-institute.org/
- Navigate to drop down button (bulk purchase)
- Select Product purchase or Accesskey purchase
- Fill up the table with the necessary information
- Select the product and package
- Put the quantity and write description
- You will be able to see the total amount and the payment option to choose
- Click on pay now
How to register for a Certification course from the SMI Partner portal?
- Login to Partner portal: https://app.sales-institute.org/
- Navigate to Course register then select Course register list
- Click on – Add Courses
- Select the particular course type you are going to offer
- You will be able to see the automatically generated – PDU Claim Code
- Put your Course name, add description
- Select Starting and Ending course dates
- Fill up with all the necessary information and Submit it
- Once you Submit it, it will reach the Admin for approval.
- Once it is approved, you will be able to see the details of the course if it is Approved.
- Email to SMI Support team to publish your Training batch details from the SMI Website
How to register a Volunteer position and track volunteer Applications?
- Login to Partner portal: https://app.sales-institute.org/
- Navigate to Community option and select Volunteer list
- Click on – Add Volunteer from the top right button
- Fill up the lists with all the necessary information & Submit it.
- Once you Submit it, our Community engagement Manager will review it and Approve
- Once it is Approved, you can make it public and see the details in Volunteer Application List
- You will be able to see how many Applicants have applied
Membership Portal Tutorials
How to Upgrade to Full Membership Using Accesskey?
- Login to Membership portal: https://app.sales-institute.org/
- Click on Upgrade Membership
- Choose the Membership package and then click the button below (Join SMI)
- Click on Apply Accesskey
- Put the right Accesskey in the Apply Accesskey box below, then press the Submit Payment button
Video Tutorial: How to Upgrade to Full Membership Using Accesskey?
How to Apply for SFP® Certification Exam with Accesskey?
- Login to Membership portal: https://app.sales-institute.org/
- Click on (Apply) beside the Application panel
- Once your Application is approved, Click on – (Pay for the Exam)
- Select – Apply Accesskey
- Set your Exam date and Submit
Video Tutorial: How to Apply for SFP® Certification Exam with Accesskey?
How to Apply Accesskey to get Practice quiz (Exam Simulator)?
- Login to Membership portal: https://app.sales-institute.org/
- Navigate to – Learning portal
- At the top click on the drop-down button (Classroom) and then select – Practice quiz
- Click on the Green button (Add Quiz)
- Put the Practice quiz (Accesskey)
Video Tutorial: How to Apply Accesskey to get Practice quiz (Exam Simulator)?
Partner Portal Tutorials
How to give Accesskeys to students from the SMI Partner portal?
- Login to Partner portal: https://app.sales-institute.org/
- Go to (Grant Access) from the dashboard and click on Access keys
- Select the type of Access key that you want to give access to your student
- Choose – Membership / Practice quiz / Vendor Exam
- Fill-up the table with the students details and then click on (Grant Accesskey) button
Video Tutorial: How to give Accesskeys to students from the SMI Partner portal?
How does the product referral system works?
- Login to Partner portal: https://app.sales-institute.org/
- Go to Refer- Refer option from the left
- Put the participants/users email address
- Select product and then select package
- Click on the send button below and participants/users will receive a system generated email with your referral registration link.
- Or click on the (copy link) button at the right side of your dashboard to send the link manually to your participants.
- Go to the refer list option, you will be able to see the list of your user/participants
- Resend the email by simply clicking on the resend button at the right side of your dashboard.
- You can also Create the Referral link from the Home screen of your dashboard
Video Tutorial: How does the product referral system works?
How to purchase Product or Accesskey from the SMI Partner portal?
- Log in to Partner Portal: https://app.sales-institute.org/
- Navigate to drop down button (bulk purchase)
- Select Product purchase or Accesskey purchase
- Fill up the table with the necessary information
- Select the product and package
- Put the quantity and write description
- You will be able to see the total amount and the payment option to choose
- Click on pay now
Video Tutorial: How to purchase Product or Accesskey from the SMI Partner portal?
How to register for a Certification course from the SMI Partner portal?
- Login to Partner portal: https://app.sales-institute.org/
- Navigate to Course register then select Course register list
- Click on – Add Courses
- Select the particular course type you are going to offer
- You will be able to see the automatically generated – PDU Claim Code
- Put your Course name, add description
- Select Starting and Ending course dates
- Fill up with all the necessary information and Submit it
- Once you Submit it, it will reach the Admin for approval.
- Once it is approved, you will be able to see the details of the course if it is Approved.
- Email to SMI Support team to publish your Training batch details from the SMI Website
Video Tutorial: How to register for a Certification course from the SMI Partner portal?
How to register a Volunteer position and track volunteer Applications?
- Login to Partner portal: https://app.sales-institute.org/
- Navigate to Community option and select Volunteer list
- Click on – Add Volunteer from the top right button
- Fill up the lists with all the necessary information & Submit it.
- Once you Submit it, our Community engagement Manager will review it and Approve
- Once it is Approved, you can make it public and see the details in Volunteer Application List
- You will be able to see how many Applicants have applied
Video Tutorial: How to register a Volunteer position and track volunteer Applications?