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.

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:

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

Partner form fields 

FieldMandatoryDescription
NameYAdd the title of the company.
Main contactNSpecify the main contact in this company.
DocumentsNSpecify a link to the document folder for the company.
Parent companyNSpecify a parent company of the current one.
DescriptionNAdd a description of the company.
Relationship typeNThe type of relationships with the company. The field is filled in with the Partner option.
Selling directionYSpecify the partner selling direction.
TINYSpecify the company's TIN. The value must contain 9, 10 or 12 digits. 
Decision makerNSpecify the contact of the decision maker in the company.
Sales representativeNSpecify the contact of the sales representative.
Pre-saleNSpecify the contact of the pre-sale specialist.
Location tab
CityNSpecify the company's location.
CountryNThe country where the company is located. The field is filled in automatically when you specify the City.
Zip/Postal codeNZip/Postal code of the company. The field is filled in automatically when you specify the City.
State/Province/RegionNThe region where the company is located. The field is filled in automatically when you specify the City.
CityNThe city where the company is located. The field is filled in automatically when you specify the City.
StreetNThe street where the office of the company is located. The field is filled in automatically when you specify the City.
Contacts
PhoneNThe contact phone of the partner.
EmailNThe contact email of the partner.
Product page linkYThe partner company website.

The form contains the Activity Feed widget. Only users with the crm_marketeer, crm_admin, crm_sales, crm_manager roles can leave comments there.

The record contains the following related lists: