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 interaction between the vendor and the partner. You can create unique levels for each program.

tip

Role required

Operation	Access level
Create	crm_sales crm_manager crm_marketeer crm_pam crm_admin admin
Read	admin crm_admin crm_read_admin Users of a particular sales direction can access partnership levels of the corresponding partnership program if they have one of the roles: crm_sales crm_manager crm_marketeer crm_pam Other users can access the record if they are: the responsible employee the manager of the responsible employee the delegate of the responsible employee
Write	admin crm_admin Other users if they are: the responsible employee. the manager of the responsible employee the delegate of the responsible employee
Delete	crm_pam crm_admin admin

To create a partner level, complete the following steps:

1. Navigate to CRM → Partner Management → Partner Levels.
2. Click New and fill in the fields.
3. Click Save or Save and exit to apply the changes.

Partner Level form fields

Field	Mandatory	Description
Level	Y	Specify the level name.
Requirements	Y	Select the article that contains the requirements to get the level. If you create the requirements from the partner level form, some of the fields (Content DB, KB category, Content item class) are filled in automatically. These default values are in Russian.
Description	N	Add a description for the partner level.
Partnership program	Y	Select the partnership program which the level belongs to.
Responsible	N	The employee responible for the selected partnership program. The field is read-only and is displayed after the first saving of the record.