What is the purpose of the Add/Edit a Partner Contact feature?

This feature allows administrators to manage individual contact records associated with partner accounts. It ensures accurate and up-to-date contact information for communication, access permissions, and role assignments within the platform.

Who uses the Add/Edit a Partner Contact feature?

UPM administrators use this feature. They manage contact records, update roles, contact methods, and other relevant information for partner personnel.

What kind of information can be managed for a partner contact?

Administrators can manage personal contact details, their role within the partner company, associated address information, and an option to display the contact in the Partner Locator.

How does managing partner contacts benefit partner relationship management?

Maintaining precise contact details is crucial for successful onboarding, enablement, and ongoing collaboration. It ensures that administrators can reach the right person for specific tasks or information.

What are the key fields available when adding or editing a partner contact?

Key fields include first name, last name, email, title, department, direct phone, mobile phone, and the associated partner account name. Address information is also included.

Add/Edit Partner Contacts in UPM

Overview

Effective partner relationship management relies on accurate and up-to-date contact information. The Partner Contacts module serves as a central repository for all individuals associated with your partner organizations, ensuring that communications, access permissions, and roles are correctly assigned. Maintaining precise contact details is crucial for successful onboarding, enablement, and ongoing collaboration with your partners, allowing administrators to reach the right person for specific tasks or information.

Administrators can use this feature to update roles, contact methods, and other relevant information for partner personnel. This ensures that the platform's user accounts are tied to the correct individuals, facilitating smooth operations across all modules, from lead distribution in the Sell module to training assignments in the Enable module.

Accessing and Viewing Partner Contacts

View Partner Contacts list with edit icon highlighted

Click the pencil icon next to the contact you want to edit.

Editing Partner Contact Information

The Add/Edit a Partner Contact form allows administrators to manage individual contact records associated with a partner account. This form is part of the Partner Profile Management workflow within the Onboard module, enabling detailed information capture for each person at a partner organization. It includes fields for personal contact details, their role within the partner company, and associated address information, which can be critical for communication and operational purposes. The form also allows for the association of the contact with a specific partner account and provides an option to display the contact in the Partner Locator, enhancing visibility for co-selling or referral opportunities. This granular control over contact information ensures that the correct individuals are targeted for communications, training, and other partner program activities.

Update the necessary fields in the 'Add/Edit a Partner Contact' form to modify the contact's details.

Buttons

Button	Description
Save	Saves the changes made to the partner contact information.
Cancel	Discards any changes and returns to the previous screen.
Analyze Change	Analyzes the impact of the changes made to the contact.

Partner Contact Information

Field	Description
First Name *	The first name of the partner contact.
Last Name *	The last name of the partner contact.
Email *	The primary email address of the partner contact, used for communications and login credentials.
Title	The job title of the partner contact within their organization.
Department	The department within the partner organization where the contact works.
Other Email	An alternative email address for the partner contact.
Contact Source	The source from which this contact was acquired.
Direct Phone	The direct phone number for the partner contact.
Mobile Phone	The mobile phone number for the partner contact.
Contact Type	The type of contact, indicating their status or role.
Fax	The fax number for the partner contact.
Score	A numerical score associated with the contact, potentially indicating engagement or importance.
User Type	The type of user role assigned to this contact.
Country Code	The international dialing code for the contact's phone numbers.
Show this contact in Partner Locator	A toggle to determine if this contact should be visible in the Partner Locator directory.

Account Information

Field	Description
Account Name *	The name of the partner account this contact is associated with.
Description	A brief description of the partner account.
Account Country	The country where the partner account is located.
Region	The geographical region associated with the partner account.

Address Information

Field	Description
Primary Address 1	The first line of the primary address for the partner contact.
Primary Address 2	The second line of the primary address for the partner contact.
Primary Country *	The country of the primary address.
Primary State *	The state of the primary address.
Primary City *	The city of the primary address.
Zip/Postal Code	The zip or postal code of the primary address.

Alternate Address Information

Field	Description
Alternate Address 1	The first line of an alternate address for the partner contact.
Alternate Address 2	The second line of an alternate address for the partner contact.
Alternate Country	The country of the alternate address.
Alternate State	The state of the alternate address.
Alternate City	The city of the alternate address.
Alternate Postal Code	The zip or postal code of the alternate address.