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 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:
| Allowed if the current user is the account manager of the partner. |
| crm_manager | Allowed for the:
| Allowed for the:
|
Create a partner
To create a Partner (crm_partner), complete the steps below:
- Navigate to CRM → Partner Management → Partners.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Partner form fields
General tab
| Field | Mandatory | Description |
|---|---|---|
| Full name | N | Full legal name of the company received through an integration. The field is read-only. It is empty if:
|
| Name | Y | Add a unique company name. If the DaData integration is active, the field is completed automatically after the record is created or if the TIN is changed. The system overwrites the field value if it differs from the external service data. |
| TIN | Y | Specify the company's TIN. The value must contain 9, 10 or 12 digits. The TIN must be unique. If the DaData: Company by TIN and DaData: Company by email integrations are active and a company with the specified TIN is not found in the external service, the system searches for the company with the specified Email. If such a record is found, the field is overwritten automatically after the record saving. |
| Short technical name | N | Specify a unique name to define the partner in integrations. You can use Latin letters and digits. |
| Class | Y | The field shows the only possible value: Partner. |
| Main contact | N | Specify the main contact in this company. |
| Responsible | N | Specify an employee responsible for the partner company. |
| Logo | N | Upload a company logo. You can attach a file in the .svg, .png, .webp, .avif or .jpg format. no more than 300 KB. |
| Link to document folder | N | Specify a link to the document folder for the company. |
| Parent company | N | Specify a parent company of the partner. |
| Description | N | Add a description of the partner. |
Location tab
| Field | Mandatory | Description |
|---|---|---|
| Location (city) | N | Specify the company's location. You can search by the name of the city. |
| State/Province/Region | N | The region where the company is located. The field is filled in automatically when you specify the Location (city). |
| Country | N | The country 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). |
| Zip/Postal code | N | Zip/Postal code of the company. 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 tab
| Field | Mandatory | Description |
|---|---|---|
| Phone | N | The contact phone of the partner. If the DaData integration is active, the field is completed automatically after the record is created or if the TIN is changed. If the value specified is different from the data received from the external service, it is overwritten. |
| N | The contact email of the partner. | |
| Product page link | Y | The partner company website. The link must be unique. |
External Data tab
All fields of this section are completed automatically if there is an active DaData integration. When records are created or when the TIN value changes, the system synchronizes with DaData and overwrites the field values on this tab. If there is no data for the specified TIN in the external service, and it is impossible to get the data using Email (in case the DaData: Company by email integration is active) as well, the values of these fields remain unchanged.
| Field | Mandatory | Description |
|---|---|---|
| CEO | N | Specify the CEO of the partner company. |
| Revenue, mln | N | Specify the partner company revenue in millions for all time of its existence. |
| Income, mln | N | Specify the partner company income in millions for all time of its existence. |
| Expenses, mln | N | Specify the partner company expenses in millions for all time of its existence. |
| Industries as per OKVED | N | Specify the industries occupied by the partner company according to the Russian National Classifier of Economic Activities. |
| Address | N | Specify the partner company legal address. |
| Number of branches | N | Specify the number of branches in the partner company. |
| Detailed company state | N | Specify the detailed partner company state. |
| Annual average headcount | N | Specify the partner company annual average headcount. |
| Domain | N | The domain registered for the partner company. The field is read-only. |
There is a Class column inherited from the Customer Company (crm_customer_company) table. It is hidden from the Partner form and is filled in automatically with the Partner value.
The form contains the Activity Feed widget. Only users with the crm_marketeer, crm_admin, crm_sales, crm_manager roles can leave comments there.
Related lists
- Contacts – the contacts from this company.
- Opportunities – the opportunities in which this company participates as a partner.
- Partnership Agreements – the partnership agreements in the Valid or Terminated state created for this company.
- Actions – the list of actions such as CRM tasks, phone calls, meetings, and emails created for this partner.
- CRM Tasks – tasks created for this partner.
- Phone Calls – phone calls created for this partner.
- Meetings – meetings created for this partner.
- Emails – emails created for this partner.
- Certificates – the certificates issued to the contacts of this company.
Open CRM → Partner Management → Partners to see existing partners. Open the necessary Partner 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 users with the crm_manager role.