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How to create a partners module from a template


Anindita Basu    Feedback

A partner is someone who works with you, but isn't an employee of your company. Details about partners are stored in a partners module. You can have more than one partner module, and configure each module differently. You start with a template that copies over the default configuration for the module.

The language of the template determines the language in which the lists, details, productivity metrics, and other data are displayed.

For example, if you choose the Partner in Thai template, the partner lists are displayed in the Thai language.

Partner_Thai

How to

  1. Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
  2. In the Module Settings section, click Add Module.
  3. On the Add Module page, enter the required information. In the Starter Template box, click to select a partners module template.
  4. At the top right, click Create.

Modules_template_list

Result

Your module is created with the following default configuration.

Feature Options enabled by default Can disable defaults? Other options
Dashboards Cover, list Yes Productivity, achievement
Create form Name, phone, email, work address, tier, status, engagement frequency, home address No Whatever fields you specify
Activities - - Whether enabled, loggable, schedulable
States New Yes -
Search Name No Phone, email, address
Permissions Managers can add, update, and edit; partners are assigned automatically to the person creating them Yes More than one manager can add, update, and edit; partners created through the web app are automatically assigned
Import template Name, phone, email, home address, work address, tier, status, partner recruitment date, engagement frequency No Whatever fields you specify.
Export template Code, created date, current state, last update date, and the following fields in the New state: name, phone, email, source, notes, follow-up date Yes Whatever you specify

For detailed configuration options, see Reference: Partners module.

You're now ready to specify the module attributes.

Concepts

Modules contain records. Two kinds of modules are available: leads and partners. Both kind of modules have states, allocations, and activities, but a partner module doesn't have workflows. This means, records in a partners module remain in the same state that they were created in, but records in a leads module can move through the several states of a workflow, for example, a New state, an In-process state, or a Dropped state. Both kinds have two display versions: one for the web app and another for the phone app.

See also


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