Steps to Add or Edit Partnership Preferences
Navigate to Settings:
Click Settings in the main navigation bar.
Open the Edit Preferences Screen:
Click the Edit Partnership Preference button.
Fill or Update Partnership Preference Information:
Answer Collective OS Goals: Specify how you expect Collective OS to provide value.
Specify:
Services You Offer: List the services your organization provides to clients or other organizations.
Services Other Organizations Source from You: Define the services other organizations usually partner with you for.
Services You Source from Other Organizations: Indicate the services you rely on other organizations to provide.
Industries You Service: Identify the industries your organization specializes in supporting.
These details will be used in the Monthly White Grove Partnership Matching Service to identify the best partnership opportunities for your organization.
Save Changes:
Once all updates are complete, click Save to finalize your preferences.
Why Partnership Preferences Matter 📌
Better Partner Matching: Collective OS uses your preferences to match you with ideal partners based on services, industries, and goals.
Enhanced Collaboration: Clearly defined preferences ensure that partnerships align with your strengths and needs.