Deal registration
Register a deal, understand first-reg-wins, and resolve conflicts before they start.
Read guide
Catalyst support & academy
Docs, onboarding and certification, in one place.
Every task in Catalyst has a doc, a checklist and a person. Start with deal registration, MDF or payouts; the academy walks you through the rest.
Documentation
Short, task-first guides. Each one ends with the exact action in Catalyst.
MDF ledger
Allocate co-op budget, track debits, and see remaining funds in one ledger.
Read guidePartner payouts
Turn approved commissions into payouts without a spreadsheet.
Read guidePartner onboarding
Invite partners, assign roles, and get them to first deal in minutes.
Read guideCRM sync
Connect Salesforce or HubSpot and keep partner activity in sync.
Read guideSecurity & roles
Tenancy, role-based access, and audit trails for enterprise programs.
Read guideAcademy
Short tracks for channel teams. Each track is a set of lessons, not a certification mill.
Channel ops basics
Program tiers, partner types, and the metrics that matter.
Start trackDeal registration playbook
Rules of engagement, conflict handling, and CRM hygiene.
Start trackPayout automation
From approved commission to paid partner, without spreadsheets.
Start trackOnboarding checklist
Five steps from signup to first registered deal.
- Create your workspace and invite your channel team.
- Add your partner tiers and rules of engagement.
- Connect your CRM (Salesforce or HubSpot).
- Invite your first partners and assign roles.
- Register a deal to confirm the workflow end to end.
Support
Send a message and we will route it to the right person. For case-specific work, use the case desk.