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Version: 1.7.1

Partnership Agreements

Create Partnership Agreements (crm_partnership_agreement) to register the state of partner relationships with companies and save information about major contacts in them within the partnership programs.

Only contacts related to partnership agreements in the Valid state can access partner portals. Additionally, these contacts need to have an employee account in the system.

Access to partnership agreements​

OperationAccess level
Create
  • crm_sales
  • crm_manager
  • crm_marketeer
  • crm_pam
  • crm_presale
  • crm_admin
  • admin*
ReadUsers with any "out-of-the-box" B2B CRM role or with the admin role
Update
  • crm_admin
  • 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_pam
  • crm_presale
  • crm_admin
  • admin

Create a partnership agreement​

To create a partnership agreement, complete the following steps:

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

Partnership Agreement form fields​

FieldMandatoryDescription
StateNSelect the current state of partnership agreement. Possible options:
  • Draft — the agreement has not been concluded. Default value.
  • Valid — the agreement is active and the partnership is valid. Only the contacts related to partnership agreements in this state can login to partner portals.
  • Expired — the agreement enters this state automatically when the Expiration date comes.
  • Terminated — the agreement was terminated before the Expiration date.
PartnerYSpecify the partner company for which you create the agreement. Note that if you select a company that does not belong to the Partners (crm_partner) table, the contacts related to the agreement will not have access to the partner portal.
Partnership programYSpecify a partnership program through which you create the agreement.
  • If the Reponsible field is completed, you can only specify a program that belongs to one of the Sales directions that you or the reponsible employee belong.
  • If the Reponsible field is empty, you can only specify a program that belongs to one of the Sales directions that you belong.
  • If you have specified a Partner level in which Certifications are specified, in this field you can only select the programs that have the same Vendor as the certifications.
Partner levelYSpecify a partner level that is going to be received through this agreement. The field becomes visible if the Partnership program is specified. You can only specify the levels of this program, and if you change the program, the current field will be cleared.
Partnership applicationNSpecify a related partnership application.
Company ID in the vendor systemNSpecify the partner ID registered in the vendor system.
Main contactNSpecify the main contact in the partner company.
Preferred distributorNSpecify a company distributing the vendor's products preferred for collaboration by the partner.
Key regionsNSpecify key regions in which the partner operates.
DescriptionNAdd a description of the agreement.
ResponsibleYSpecify an active employee responsible for the work on the agreement. If the Partnership program is specified, you can only specify an employee of the same Sales direction as the one in the program. If the Partnership program field is empty, you can only select employees who belong to the same sales directions as you.
Link to the product pageNSpecify a link to the product page to relate the promoted product with the created agreement.
Expiration dateNSpecify the date when the agreement should move from the Valid into the Expired state.

The Activity feed widget is located on the form. Use it to leave Additional comments and Work notes.

The CRM Customer Contact Information widget shows brief information about the Main contact.

  • CRM Tasks – the list of tasks created for this partnership agreement.
  • Certificates – the certificates granted to the partner company employees and related to the partnership agreement. These can be the certificates that the partner company employees received to meet the requierements of the requested partner level in the current program, or the certificates that the partner company employees had prior to the conclusion of the agreement but that are relevant for it. Click New to add a record of such relation into the Certificates for Partnership Agreement (crm_certificates_for_partnership_agreement) table. The Partnership agreement field will be completed automatically with the current record, and you will only have to specify a Certificate. After that, click Save or Save and exit to confirm the changes. To delete a connection of a certificate with the partnership agreement, select the checkbox next to the required record in the related list and click Delete.

UI actions​

The Terminate button is available on the form for the agreements in the Valid state. When clicked, the agreement enters the Terminated state, and the contacts related to the agreement can no longer access the partner portal.

note

As the agreement expiration date approaches, the responsible employee receives notifications informing them that the agreement expires in three, two, one month, and at the expiration date.