Sharkdom Doc's
  • GETTING STARTED
    • What is Sharkdom?
    • Get used to the Platform
      • Common Terms
      • Flows
  • FEATURE SUITE
    • Introduction to Partner Discovery
      • Discover your IPP
      • Steps for Enquiring
      • how to send enquiry?
      • Tracking progress
      • Invite Team
    • My Partners
      • Overview
      • Communication
      • Joint referral program
      • Grouping your Partners
    • Partner Match
      • Step 1: Navigate to Partner Match
      • Step 2: Choose from options
      • Step 3: Add your Customer Data
      • Step 4: Map columns
      • Step 5: Submit
    • Partner Space
      • Step 1: Create Space
      • Step2: Communication
      • Usecase
    • Offline Partners
      • Step 1: Navigate to Offline Partners
      • Step 2: Choose from options
      • Step 3: Map columns
      • Step 4: Grouping
      • Step 5: Onbaord to Sharkdom
      • Step 6: Manage Partners
      • Step 7: Compare Partners
    • Partner Access API
      • via Swagger
      • via Postman URL
      • via Postman JSON
    • Programs
      • Partner Program
        • Overview
        • Step1: Create a Partner Program
        • Step2: Configure a Partner Program
        • Step3: Track
      • Signing
        • Step1: Initiate signing
        • Step2: Continue Signing
      • Affiliate Program(beta)
        • Overview
  • TRACKING YOUR PAYOUTS
    • Razorpay Tracking
      • Get Webhook
      • Setup Webhook in Razorpay
      • Test Webhook
      • Identifying Payments
      • Confirmation
  • Integrations
    • Slack
    • Zoom-app-guide
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  1. FEATURE SUITE
  2. Partner Match

Step 2: Choose from options

Second step to generate a Customer Overlapping Index

PreviousStep 1: Navigate to Partner MatchNextStep 3: Add your Customer Data

Last updated 2 months ago

-> You can find three options for generating the COI All 3 options have its drawbacks and advantages. For Ex: Hubspot : Its easier to sync up your new userdata to generate customer persona more often without manually coming and syncing as compared to other GS or uploading CSV options. -> Need to connect your google sheet account via 'My Apps' section before using it.

Google Sheet : You can host your customer data in google sheet and connect it via pasting your google sheet link. -> Need to connect your google sheet account via 'My Apps' section before using it.

Manual Upload : You can simply upload file containing your customer data. -> No additional setup needed.

If you are ot able to connect your google sheet, try navigating to my apps and connect your google account to google sheet before using it.