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 partnership application is signed or canceled.

tip

Role required:

Operation	Access level
Create	crm_sales crm_manager crm_marketeer crm_pam crm_admin admin
Read	crm_admin crm_read_admin admin Also allowed for the applications related to the partnership programs of the user's sales direction, if the user has one of the following roles: crm_sales crm_manager crm_marketeer crm_pam Allowed for any user if they are: the responsible employee the manager of the responsible employee the delegate of the responsible employee
Write	crm_admin admin Also 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 application

---

To create a partnership application, complete the following steps:

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

Partnership Application form fields

General

Field	Mandatory	Description
Subject	Y	Add a short description of the partnership application.
Description	N	Add a detailed description of the partnership application.
New company	N	Select the checkbox if the potential partner company has not yet been registered in the system.
Company name	Y	Specify the title of the potential partner company. The value must be unique. The field is only available if the New company checkbox is selected.
Company website	Y	Specify the link to the website of the potential partner company. The value must be unique. The field is only available if the New company checkbox is selected.
Company TIN	Y	Specify the TIN of the potential partner company. The value must be unique and consist only of 9, 10 or 12 digits. The field is only available if the New company checkbox is selected.
Existing company	Y	Select an existing company if the potential partner company has already been registered in the system.
New contact	N	Select the checkbox if the contact is not registered in the system.
First name	Y	Specify the first name of the contact. The field is only available if the New contact checkbox is selected.
Last name	Y	Specify the last name of the contact. The field is only available if the New contact checkbox is selected.
Middle name	N	Specify the middle name of the contact. The field is only available if the New contact checkbox is selected.
Contact email	N	Specify the email of the contact. The field is only available if the New contact checkbox is selected.
Contact phone number	N	Specify the phone number of the contact. The field is only available if the New contact checkbox is selected.
Timezone	N	Specify the contact timezone.
Existing contact	Y	Select an existing contact if it is already registered in the system.
State	N	Specify the current state of the partnership application. Available options: New — the application is added but is not processed. Assigned — a responsible employee is assigned to the application. Qualified — the application is processed. Canceled — the work on the application is stopped, the partnership agreement is not signed. Closed — the work on the application is stopped, the partnership agreement is signed.
Responsible	Y	Specify the employee responsible for the partnership application.
Partnership program	Y	Specify the partnership program that attracted the potential partner.
Partner level	Y	Specify the desired partner level that the potential partner aims to get.

Qualification

Field	Mandatory	Description
Position in service portfolio	N	Select the position of your company in the service portfolio of the potential partner company. The value of this field reflects the plans and expectations of the potential partner from the cooperaton. Available options: High Medium Low
Contract with competitors	N	Select the checkbox if the potential partner has a contract with your competiotors.
Experience in our segment	N	Add a description of the potential partner experience in your segment.
Leads and opportunities	N	Specify how many of the potential partner clients are interested in the products and services of your company.
Contact person level	N	Specify the level of the contact person in the potential partner company hierarchy. Available options: None Message bearer Takes part in decision making Decides single-handedly
Decision maker	N	Specify the person that makes decisions in the potential partner company.
Influence on decision making	N	Add a detailed description of the decision maker's and other contacts' influence levels.
Competitors	N	Specify the competitors contacted by the potential partner.
Channel	N	Specify the channel used by the potential partner to contact your company or keywords used in the search.
Target customers	N	Describe the target clients, to whom the potential partner is going to market your services and products.
Key regions	N	Specify the key regions where the potential partner works.
Annual company turnover	N	Specify the annual turnover of the potential partner company for the previous year.
Annual average headcount	N	Specify the annual average headcount of the potential partner company for the previous year.

State flow

---

The diagram illustrates all possible state transitions of a partnership application. You can move the record between states using the corresponding UI actions on its form. The actions are described in the table below.

UI actions available on the Partnership Application form

Action	State in which the action is available	Description
Assign	New	Click to open the Assign responsible for application modal window. Specify the responsible employee and click Assign to move the application to the Assigned state. To close the modal window, сlick Cancel.
Reassign	Assigned	Click to open the Assign responsible for application modal window. Specify a new employee and click Assign to change the responsible. To close the modal window, сlick Cancel.
Qualify	Assigned	Click to move the application to the Qualified state.
Close application	Qualified	Click to open the Close the application modal window. You will see a recommendation to check the application against the list of requirements to obtain the requested partner level. Click Close application to move the application to the Closed state. To close the modal window, сlick Back.
Cancel application	Assigned, Qualified	Click to move the application to the Canceled state.
Reopen	Closed	Click to move the application to the New state.