Partner Account needs to be able to use prospect BA in relationship guide
If you pull a prospect bA in your partner account you can't do a relationship guide with another prospect for demo purposes. the only you can do that is when you send a BA out you have to classify the prospect as an employee.
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30 Dec, '25
Matt Reading AdminHi Ron, Your suggestion is noted. You can run a relationship guide by adding that individual to a Demo Account (you can do this from Seller Tools) and running the relationship guide in Inspire in the Demo Account.
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31 Dec, '25
Ron GarfieldMatt,
The problem with that is you might not be ready to set up a demo account yet and just want to show them how it works. I'll often have a couple of prospects from the same acct before we're ready to move into a demo account yet. This would seem to just make sense.