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.

Access to partners

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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: Partners of the sales direction to which the user belongs. Partners, where the user is the account manager, or the responsible, or the Manager of the specified employee in one of these fields.	Allowed if the current user is the account manager of the partner.
crm_manager	Allowed for the: Partners of the sales direction to which the user belongs. Partners, where the user is the account manager, or the responsible, or the Manager of the specified employee in one of these fields.	Allowed for the: Partners of the sales direction to which the user belongs. Partners where the user is an account manager or the Manager of the account manager.

Create a partner

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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

General

Field	Mandatory	Description
Name	Y	Add the title of the company. The name must be unique.
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.
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

Field	Mandatory	Description
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

Field	Mandatory	Description
Phone	N	The contact phone of the partner.
Email	N	The contact email of the partner.
Product page link	Y	The partner company website. The link must be unique.

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:

• Customer Contacts
• 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 available for the crm_manager role.