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.

Roles required

Operation	Access level
Create	crm_sales crm_manager crm_marketeer crm_pam crm_admin admin*
Read	crm_admin crm_read_admin admin Users can read agreements related to the partnership programs of their sales directions if they have one of the following roles: crm_sales crm_manager crm_marketeer crm_pam Other users can read the records if they are: the responsible employee the manager of the responsible employee the delegate of the responsible employee
Write	crm_admin admin Also writing is allowed for any user 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 partnership agreement, complete the following steps:

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

Partnership Agreement form fields

General

Field	Mandatory	Description
State	N	Select the current state of partnership agreement. Possible options: Draft — the agreement has not been concluded. Default value. Valid — the agreement is active and the partnership is valid. Only the contacts related to partnership agreements in this state can login to partner portals. Terminated — the agreement is no longer valid.
Partner	Y	Specify the partner company for which you create the agreement.
Partnership application	N	Specify a related partnership application.
Partnership program	Y	Specify a partnership program through which you create the agreement.
Main contact	N	Specify the main contact in the partner company.
Key regions	N	Specify key regions in which the partner operates.
Description	N	Add a description of the agreement.
Responsible	Y	Specify an employee, responsible for the work on the agreement.
Link to the product page	N	Specify a link to the product page to relate the promoted product with the created agreement.

Account Entry

Field	Mandatory	Description
Receptivities	N	Specify the contacts from the partner company that are ready to cooperate.
Dissatisfactions	N	Specify the contacts from the partner company that are critical of the agreement.
Powers	N	Specify the contacts from the partner company that have the most power to make the decision on the agreement.

Marketing

Field	Mandatory	Description
Marketing contacts	N	Specify the marketing specialists in the partner company.
Main marketing contact	N	Specify the main marketing specialist in the partner company.

Sales

Field	Mandatory	Description
Sales contacts	N	Specify the sales specialists in the partner company.
Main sales contact	N	Specify the main sales specialist in the partner company.

Pre-sales

Field	Mandatory	Description
Pre-sale contacts	N	Specify the pre-sales specialists in the partner company.
Main pre-sale contact	N	Specify the main pre-sales specialist in the partner company.

Development

Field	Mandatory	Description
Engineers contacts	N	Specify the developers in the partner company.
Main engineer contact	N	Specify the main developer in the partner company.

Documents

To attach any related documents, use the attachment widget.

The Activity feed widget is located on the form. Use it to leave Additional comments and Work notes.

The CRM Customer Contact Information shows brief information about the Main contact.

The Terminate button is available on the form for the agreements in the Valid state. When clicked, the agreement enters the Terminated state, and the contacts related to the agreement can no longer access the partner portal.