Partner Training Resources

For Quick Start Guides, searchable Knowledgebase articles, and more, please visit our Support Center.


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Optima Express Plugin Tutorial

Get an introduction to the WordPress dashboard and shortcode features added with our Optima Express plugin.

Introduction to the Partner Portal

Learn how to add client accounts and manage them using our cloud-based Partner Portal.

Introduction to Front Facing Features

Get a brief overview of the website features added to your client’s accounts with our account plans.

Using The IDX Control Panel

Learn the features you and your clients will use to customize account settings, access leads & lead activity, and more.