Partners overview
Partners play a critical role in business operations, acting as key stakeholders who are neither company employees nor direct leads or customers. These might include merchants, agents, and other types of business associates. Engaging effectively with partners can lead to the generation of new leads and opportunities.
Partners are people who are neither employees of your company nor leads and customers. Partners could be merchants, agents, and other associates you work with. Your activities with partners can result in your acquiring new leads and opportunities.
Partner modules
Partners are created within partner modules. You can have more than one partner module. This might be useful when you want to segment partners. By default, a partner module has the following components, which are shown as options on the dashboard.
Cover is a dashboard containing quick-view cards of metrics.
Partners list contains partner information and is the place where you add partners, and edit, reassign, delete, upload, and download their records.
You can add or remove the cards that are shown on the dashboard and the app (see How to add or remove a card for a partners module).
Partner module configuration
You can define, configure, and set up the following things in a partners module:
- Access rights for certain actions such as editing and reassigning leads
- Input fields and field groups
- Settings for bulk uploads
- Settings for locale, timezone, and currency
See How to specify the attributes for a partners modules.