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Version: 1.3.2

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


The creation is allowed to all roles from the table below. The deletion is prohibited. Deactivate the irrelevant partner records.

RoleReadWrite
crm_admin++
crm_marketeerAllowed 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


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. The name must be unique.
Main contactNSpecify the main contact in this company.
Account managerNSpecify the employee, who is the account manager of the partner.
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.
Sales directionYSpecify the partner Sales direction.
TINYSpecify the company's TIN. The value must contain 9, 10 or 12 digits. The TIN must be unique.
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.

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 available for the crm_manager role.