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You can

create partner companies to connect them to the leads, opportunities and

contacts of representatives from these companies. By default, only active

partners are

displayed in the list interface.

Access to partners

The creation is allowed to all roles from the table below. The deletion is prohibited. Deactivate the irrelevant partner records.

Create a partner

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To create a partner company, complete the steps below:

1. Navigate to CRM → Sales → Partners.
2. Click New and fill in the fields.
3. Click Save or Save and

Exit

1. exit to apply the changes. 

Partner form fields 

Field	Mandatory	Description
General tab
Name

Yes

Y	Add the title of the company. The name must be unique for the sales direction.
Main contact

No

N	Specify the main contact in this company.
Account manager	N	Specify the employee, who is the account manager of the partner.
Documents

No

N

Add

Specify a link to the document folder for the company.

Parent company

No

N	Specify a parent

-

company of

this company

the current one.

Description

No

N

Add

the

a description of the company.

Relationship type

No

N	The type of relationships with the company. The field is filled

automatically

in with the Partner option.

Selling Direction

Sales direction

Yes

Y	Specify the

parent selling

partner sales direction.

TIN

Yes

Y	Specify the company's TIN.

Only numbers are allowed in this field, minimum - 9, maximum - 12 symbols

The value must contain 9, 10 or 12 digits. The TIN must be unique for the sales direction.

Decision maker

No

N	Specify the contact of the

deciision

decision maker in the company.

Sales representative

No

N	Specify the contact of the sales representative.
Pre-sale

No

N	Specify the contact of the pre-sale specialist.
Location tab

City

Location (city)

N

No

	Specify the company's location. You can search by the name of the city.
Country

No

N	The country

, in which the

where the company is located. The field is filled in automatically when you specify the

City

Location (city).

Zip/Postal

Code

code

No

N	Zip/Postal code of the company. The field is filled in automatically when you specify the

City

Location (city).

State/Province/Region

No

N	The region

, in which the

where the company is located. The field is filled in automatically when you specify the

City

Location (city).

City

No

N

The city

, in which the

where the company is located. The field is filled in automatically when you specify the

City

Location (city).

Street

No

N	The street

, on which the

where the office of the company is located. The field is filled in automatically when you specify the

City

Location (city).
Contacts tab
Phone

No

N	The contact phone of the partner.
Email

No

N	The contact email of the partner.
Product page link

Yes

Y	The partner company website. The link must be unique for the sales direction.

The form contains the Activity feedFeed widget is present on the form. Commenting is available for the roles . Only users with the crm_marketeer, crm_admin, crm_sales, crm_managermanager roles can leave comments there.

The record contains the following related lsits are located under the formlists:

• Customer ContactContacts
• Opportunity
Certificates
• Opportunities
• Certificates

Open CRM → Sales → Partners to see existing partners. Open the Partner form to interact with the record. Click Activate / Deactivate to change the value of the Active parameter for the partner. Inactive partners are hidden from the default list interface, and they cannot be added to a marketing list. The action is only available for the crm_manager.