What is the purpose of managing partner prospects?

Managing partner prospects allows administrators to track and nurture potential partners before they formally join a program. It centralizes pre-application leads and helps in strategically engaging with suitable candidates.

Who can manage partner prospects?

UPM administrators are responsible for managing partner prospects. They can view, add, and edit prospect details within the module.

What information can be updated for a partner prospect?

Administrators can update contact details, company background, competitor information, address details, and the prospect's current status in the recruitment funnel. Data enrichment helps qualify prospects more effectively.

How do I access and view partner prospects?

Partner prospects are typically viewed in a list. To edit, click the pencil icon next to the desired prospect's entry.

What does the 'Enrich Data' button do?

The 'Enrich Data' button enriches the prospect's data with additional information, often from external sources. This helps in qualifying prospects more effectively.

Add or Edit Partner Prospects in the UPM Module

Overview

The 'Partner Prospects' section is a critical component of the partner recruitment workflow, enabling vendors to track and nurture potential partners before they formally join a program. It serves as a centralized repository for pre-application leads, allowing program managers to maintain an organized pipeline of recruitment targets. By capturing and managing prospect information, vendors can strategically engage with suitable candidates, moving them through the initial stages of the partner journey.

Administrators use this module to update prospect information, such as contact details, company background, and their current status in the recruitment funnel. The ability to enrich data helps in qualifying prospects more effectively, ensuring that recruitment efforts are focused on partners who align with the program's objectives and ideal partner profile. This proactive management of prospects streamlines the transition from initial contact to formal application and onboarding.

Accessing and Viewing Partner Prospects

Click the pencil icon next to the desired prospect to edit their details.

Editing Partner Prospect Details

This screen displays the Add/Edit a Partner Prospect form, which allows UPM administrators to manage details for potential partners before they formally apply to a program. Prospects are early-stage sales contacts that can be manually created, imported, or synced from a CRM. The form captures essential contact, company, and address information, and includes sections for competitor details and additional notes. Administrators can use this form to update prospect information, enrich data, or analyze changes before moving the prospect through the recruitment workflow, potentially leading to an invitation to apply to a partner program.

Review the pre-filled information for the partner prospect and make any necessary edits to their details.

Buttons

Button	Description
Save	Saves the changes made to the partner prospect.
Cancel	Discards any changes and returns to the previous screen.
Analyze Change	Analyzes the impact of proposed changes to the prospect's information.
Enrich Data	Enriches the prospect's data with additional information from external sources.

Partner Information

Field	Description
Email *	The prospect's email address, which is a required field.
Title	The prospect's job title.
First Name *	The prospect's first name, which is a required field.
Last Name *	The prospect's last name, which is a required field.
Phone	The prospect's primary phone number.
Fax	The prospect's fax number.
Mobile	The prospect's mobile phone number.
Lead Source	The source from which the prospect was acquired, selected from a dropdown.
Prospect Status	The current status of the prospect, indicating their stage in the recruitment process.
Country Code	The country code associated with the prospect's contact information, selected from a dropdown.

Company Information

Field	Description
Company Name *	The name of the prospect's company, which is a required field.
Website	The prospect company's website URL.
Annual Revenue	The estimated annual revenue of the prospect's company.
Industry Type	The industry sector of the prospect's company.

Competitor Description

Field	Description
Competitor Name	The name of a competitor to the prospect's company.
Competitor Description	A description of the competitor.
Competitor Strength	A description of the competitor's strengths.
Competitor Weakness	A description of the competitor's weaknesses.

Address Information

Field	Description
Address 1	The first line of the prospect's address.
Address 2	The second line of the prospect's address.
City	The city of the prospect's address.
Country *	The country of the prospect's address, which is a required field selected from a dropdown.
State *	The state of the prospect's address, which is a required field selected from a dropdown.
Postal Code	The postal code of the prospect's address.

Corporate Address Information

Field	Description
Address 1	The first line of the prospect's corporate address.
Address 2	The second line of the prospect's corporate address.
City *	The city of the prospect's corporate address, which is a required field.
Country	The country of the prospect's corporate address, selected from a dropdown.
State	The state of the prospect's corporate address, selected from a dropdown.
Postal Code	The postal code of the prospect's corporate address.

Additional Information

Field	Description
Description	Additional descriptive information about the prospect.