Partners

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.

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	Yes	Add the title of the company.
Main contact	No	Specify the main contact in this company.
Documents	No	Specify link to the document folder for the company.
Parent company	No	Specify parent-company of this company.
Description	No	Add the description of the company.
Relationship type	No	The type of relationships with the company. The field is filled automatically with Partner.
Selling direction	Yes	Specify the partner selling direction.
TIN	Yes	Specify the company's TIN. Only numbers are allowed in this field, minimum - 9, maximum - 12 symbols.
Decision maker	No	Specify the contact of the decision maker in the company.
Sales representative	No	Specify the contact of the sales representative.
Pre-sale	No	Specify the contact of the pre-sale specialist.
Location tab
City	No	Specify the company's location.
Country	No	The country, in which the company is located. The field is filled automatically when you specify the City.
Zip/Postal code	No	Zip/Postal code of the company. The field is filled automatically when you specify the City.
State/Province/Region	No	The region, in which the company is located. The field is filled automatically when you specify the City.
City	No	The city, in which the company is located. The field is filled automatically when you specify the City.
Street	No	The street, on which the office of the company is located. The field is filled automatically when you specify the City.
Contacts
Phone	No	The contact phone of the partner.
Email	No	The contact email of the partner.
Product page link	Yes	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:

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Partners