I received an email notification about a new connection. What should I do?

  1. Log in to the Partner Portal.
  2. Go to the Connections page.
  3. Select the Initiated tab at the top to view new connections.
  4. Tap the specific connection record to open it.
  5. Review the client information and update the record as needed.

💡 Tip: Always check for new connections daily to stay within your response time window.