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.
| 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 exit to apply the changes.
Partner form fields
| Field | Mandatory | Description |
|---|---|---|
| General tab | ||
| Name | Y | Add the title of the company. The name must be unique for the sales direction. |
| Main contact | N | Specify the main contact in this company. |
| Account manager | N | Specify the employee, who is the account manager of the partner. |
| Documents | N | Specify a link to the document folder for the company. |
| Parent company | N | Specify a parent company of the current one. |
| Description | N | Add a description of the company. |
| Relationship type | N | The type of relationships with the company. The field is filled in with the Partner option. |
| Sales direction | Y | Specify the partner sales direction. |
| TIN | Y | Specify the company's TIN. The value must contain 9, 10 or 12 digits. The TIN must be unique for the sales direction. |
| Decision maker | N | Specify the contact of the decision maker in the company. |
| Sales representative | N | Specify the contact of the sales representative. |
| Pre-sale | N | Specify the contact of the pre-sale specialist. |
| Location tab | ||
| Location (city) | N | Specify the company's location. You can search by the name of the city. |
| Country | N | The country where the company is located. The field is filled in automatically when you specify the Location (city). |
| Zip/Postal code | N | Zip/Postal code of the company. The field is filled in automatically when you specify the Location (city). |
| State/Province/Region | N | The region where the company is located. The field is filled in automatically when you specify the Location (city). |
| City | N | The city where the company is located. The field is filled in automatically when you specify the Location (city). |
| Street | N | The street where the office of the company is located. The field is filled in automatically when you specify the Location (city). |
| Contacts tab | ||
| Phone | N | The contact phone of the partner. |
| N | The contact email of the partner. | |
| Product page link | Y | The partner company website. The link must be unique for the sales direction. |
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:
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.
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