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You can add partner companies to the list in the agent interface to create partner companies to connect them to the leads, opportunities and contacts of representatives from these companies. By default, only active partners are visible in displayed 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. |
Access to partners
The creation is allowed to all roles from the table below. The deletion is prohibited. Deactivate the irrelevant partner records.
| Role | Read | Write |
|---|---|---|
| crm_admin | + | + |
| crm_marketeer | Allowed for the partners of the sales direction to which the user belongs. | - |
| crm_sales | Allowed for the:
| Allowed if the current user is the account manager of the partner. |
| crm_manager | Allowed for the:
|
Create a partner
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 Exitexit to apply the changes.
Partner form fields
| Field | Mandatory | Description | ||
|---|---|---|---|---|
| General tab | ||||
| Name | YesY | Add the title of the company. The name must be unique for the sales direction. | ||
| Main contact | NoN | Specify the main contact in this company. | ||
| Account manager | N | Specify the employee, who is the account manager of the partner. | ||
| Documents | NoN | Specify a link to the document folder for the company. | ||
| Parent company | NoN | Specify a parent - company of this companythe current one. | ||
| Description | NoN | Add the a description of the company. | ||
| Relationship type | NoN | The type of relationships with the company. The field is filled automatically in with the Partner option. | ||
| Selling DirectionSales direction | YesY | Specify the parent selling partner sales direction. | ||
| TIN | YesY | Specify the company's TIN. Only numbers are allowed in this field, minimum - 9, maximum - 12 symbolsThe value must contain 9, 10 or 12 digits. The TIN must be unique for the sales direction. | ||
| 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 | ||||
| Location (city) | N | City | No | Specify the company's location. You can search by the name of the city. |
| Country | NoN | 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 Codecode | NoN | Zip/Postal code of the company. The field is filled in automatically when you specify the City Location (city). | ||
| State/Province/Region | NoN | The region , in which the where the company is located. The field is filled in automatically when you specify the City Location (city). | ||
| City | NoN | The city , in which the where the company is located. The field is filled in automatically when you specify the City Location (city). | ||
| Street | NoN | 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 | NoN | The contact phone of the partner. | ||
| NoN | The contact email of the partner. | |||
| Product page link | YesY | 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 lists are located under the form:
- 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.