Partnership Programs

Partnership program is a form of cooperation between the companies, in which the partner company promotes the products and services offered by the vendor company. Create partnership programs to catalog the terms that you offer to your partners.

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 corresponding partnership programs 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 partnership program, complete the following steps:

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

Partnership program form fields

Field	Mandatory	Description
Name	Y	Specify the partnership program name.
Short name	N	Specify the partnership program short name.
Partnership type	N	Select the partnership type. Possible options: System integrator Distributor Reseller Service partner Technology partner Marketing partner Referral partner Original equipment manufacturer Original equipment manufacturer Strategic partner
Responsible	Y	Specify the employee responsible for the partnership program.
Description	N	Add a description of the program.
Sales direction	Y	Specify the sales direction to which the program belongs.
Services/Products	N	Select the services or products of the specified sales direction that are promoted in the program.

The following related lists are available on the form:

• Partner Levels — the list of levels included in the program.