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Version: 1.5.3

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.

Only contacts related to partnership agreements in the Valid state can access partner portals. Additionally, these contacts need to have an employee account in the system.

Access to partnership agreements​

OperationAccess 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

Create a partnership agreement​

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

FieldMandatoryDescription
StateNSelect 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.
  • Expired — the agreement enters this state automatically when the Expiration date comes.
  • Terminated — the agreement was terminated before the Expiration date.
PartnerYSpecify the partner company for which you create the agreement. Note that if you select a company that does not belong to the Partners (crm_partner) table, the contacts related to the agreement will not have access to the partner portal.
Partnership applicationNSpecify a related partnership application.
Partnership programYSpecify a partnership program through which you create the agreement.
Main contactNSpecify the main contact in the partner company.
Key regionsNSpecify key regions in which the partner operates.
DescriptionNAdd a description of the agreement.
ResponsibleYSpecify an employee, responsible for the work on the agreement.
Link to the product pageNSpecify a link to the product page to relate the promoted product with the created agreement.
Company ID in the vendor systemNSpecify the ID of the company for tracking in the system of the Partnership program vendor.
Expiration dateSpecify the date when the agreement should move from the Valid into the Expired state.

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 CRM Tasks related list contains the list of tasks created for this partnership agreement.

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.

note

As the agreement expiration date approaches, the responsible employee receives notifications informing them that the agreement expires in three, two, one month, and at the expiration date.