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Version: 1.5.1

Partner Management

The Partner Management module provides tools for the configuration of partnership programs and levels, as well as the tools for the management of partnership applications and agreements. These tools will help you streamline your interactions with the partners and make them easy and transparent.

Partnership Applications


A partnership application is an application from a company interested in the cooperation with the vendor company. The partnership applications are processed by the employees of the vendor company and moved through the states until the the partnership application is signed or canceled.

Partnership Agreements


Create partnership agreements to register the state of partner relationships with companies and save information about major contacts in them within the partnership programs.

Partners


Learn how to create partner companies and connect them with the leads, opportunities, marketing lists and contacts in these companies.

Partnership Programs


Partnership program is a form of cooperation between the companies, in which the partner company promotes the products and services offered by the vendor company. Create partnership programs to keep track of the terms that you offer to your partners.

Partner Levels


Partner levels are exact milestones that can be achieved by a partner in the program. Each level implies a special set of requirements and ways of interacting of the vendor with the partner. You can create unique levels for each program.