Partnership Programs

Partnership Program (crm_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.

Access to partnership programs

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Operation	Access level
Create	crm_sales crm_manager crm_marketeer crm_pam crm_presale crm_admin admin
Read	admin crm_admin crm_read_admin crm_sales crm_manager crm_marketeer crm_pam crm_presale crm_certificate_manager
Update	admin crm_admin Also updating is allowed for the responsible employee, the manager of the responsible employee, and the delegate of the responsible employee if they have one of the following roles: crm_sales crm_manager crm_marketeer crm_pam crm_presale crm_certificate_manager
Delete	crm_presale crm_pam crm_admin admin

Create a partnership program

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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. By default, the field is completed with the current employee. You can change this value.
Description	N	Add a description of the program.
Sales direction	Y	Specify the sales direction to which the program belongs.
Link to partner portal	N	The link to the partner portal created for the selected sales direction.
Services/Products	N	Select the services or products of the specified sales direction that are promoted in the program.
Vendor	N	Specify the vendor for this partnership program.

The following related lists are available on the form:

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