Partners
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 records.
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
- General
- Location
- Contacts
| Field | Mandatory | Description |
|---|---|---|
| Name | Y | Add the title of the company. |
| Main contact | N | Specify the main contact in this company. |
| 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. |
| Selling direction | Y | Specify the partner selling direction. |
| TIN | Y | Specify the company's TIN. The value must contain 9, 10 or 12 digits. |
| 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. |
| Field | Mandatory | Description |
|---|---|---|
| City | N | Specify the company's location. |
| Country | N | The country where the company is located. The field is filled in automatically when you specify the City. |
| Zip/Postal code | N | Zip/Postal code of the company. The field is filled in automatically when you specify the City. |
| State/Province/Region | N | The region where the company is located. The field is filled in automatically when you specify the City. |
| City | N | The city where the company is located. The field is filled in automatically when you specify the City. |
| Street | N | The street where the office of the company is located. The field is filled in automatically when you specify the City. |
| Field | Mandatory | Description |
|---|---|---|
| Phone | N | The contact phone of the partner. |
| N | The contact email of the partner. | |
| Product page link | Y | The 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:
To see previously created partners, find CRM → Sales → Partners. Open the Partners form to manage your record. Click Deactivate / Activate to change the partner's Active parameter. Inactive partners are hidden from the default list view and cannot be added to a marketing list. The action is available for the crm_manager role.