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You can add partner companies to the list in the agent interface to connect them to the leads, opportunities and contacts of representatives from these companies. By default, only active partners are visible in the list interface.
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Role required: crm_marketeer, crm_admin, crm_sales, crm_manager. Only crm_admin can edit existing partners. |
To create a partner company, complete the steps below:
- Navigate to CRM → Sales → Partners.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Partner form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | YesY | Add the title of the company. |
| Main contact | NoN | Specify the main contact in this company. |
| Documents | NoN | Specify link to the document folder for the company. |
| Parent company | NoN | Specify parent-company of this company. |
| Description | NoN | Add the description of the company. |
| Relationship type | NoN | The type of relationships with the company. The field is filled automatically with Partner. |
| Selling direction | YesY | Specify the partner selling direction. |
| TIN | YesY | Specify the company's TIN. Only numbers are allowed in this field, minimum - 9, maximum - 12 symbols. |
| Decision maker | NoN | Specify the contact of the decision maker in the company. |
| Sales representative | NoN | Specify the contact of the sales representative. |
| Pre-sale | NoN | Specify the contact of the pre-sale specialist. |
| Location tab | ||
| City | NoN | Specify the company's location. |
| Country | NoN | The country, in which the company is located. The field is filled automatically when you specify the City. |
| Zip/Postal code | NoN | Zip/Postal code of the company. The field is filled automatically when you specify the City. |
| State/Province/Region | NoN | The region, in which the company is located. The field is filled automatically when you specify the City. |
| City | NoN | The city, in which the company is located. The field is filled automatically when you specify the City. |
| Street | NoN | The street, on which the office of the company is located. The field is filled automatically when you specify the City. |
| Contacts | ||
| Phone | NoN | The contact phone of the partner. |
| NoN | The contact email of the partner. | |
| Product page link | YesY | The partner company website. |
The Activity feed widget is present on the form. Commenting is available for the roles crm_marketeer, crm_admin, crm_sales, crm_manager.
The following related lists are located under the form: