What is the purpose of viewing a partner prospect?

Viewing a partner prospect allows administrators to track pre-application recruitment targets, manage their information, communication history, and engagement tasks. It helps nurture leads and convert them into active partners within the platform.

What information is available on the Partner Prospect detail page?

The detail page displays a comprehensive summary including contact and company information, competitive landscape, address details, and associated activities like campaign history, tasks, notes, and assignment history.

What actions can administrators take from the Partner Prospect detail page?

Administrators can edit or delete the prospect record, clone it, send emails, convert the prospect to an active partner, assign them to a different user, reject them, or add new tasks and notes.

How can I add a task for a partner prospect?

From the Partner Prospect detail page, click the 'Add' button next to the "Task(s)" section. Fill in the task details on the Add/Edit a Task form, then click 'Save'.

What is the function of notes in prospect management?

Notes allow users to create or modify records of interactions, observations, or any relevant information about a prospect. They serve as an audit trail and a collaborative tool to track engagement history.

View and Manage Partner Prospects in UPM Module

Overview

The Partner Prospects feature is a critical component of the partner recruitment workflow, enabling vendors to manage potential partners from initial contact through to application. It provides a structured way to store and track information about companies and individuals who have shown interest in a partner program but have not yet submitted a formal application or been approved. This pre-onboarding management helps streamline the recruitment process, ensuring that promising prospects are nurtured and guided toward becoming active partners.

Administrators can leverage this tool to maintain a clear pipeline of potential partners, assign internal tasks for follow-up, record communication, and ultimately convert qualified prospects into full-fledged partner accounts. This proactive approach to prospect management contributes to a more efficient and effective partner recruitment strategy, laying the groundwork for a robust partner ecosystem.

View a Partner Prospect

Click the Julian Boyd link in the Name column to view the prospect's details.

This screen displays the detailed profile of a specific prospect record within the Onboard module. Prospect records represent potential partners who have not yet been fully onboarded or converted into active partners. This view provides a comprehensive summary of all information associated with the prospect, including their contact details, company information, competitive landscape, address information, and any associated activities like campaign history, tasks, notes, and assignment history. Administrators use this screen to review prospect data, evaluate their potential, and perform actions such as editing the record, converting the prospect to a partner, or assigning the prospect to a different manager. The various sections consolidate data collected during the recruitment and application process, as well as subsequent interactions, providing a holistic view for decision-making.

Review the detailed information for the selected prospect.

Buttons

Button	Description
Edit	Allows modification of the prospect's details.
Delete	Removes the prospect record from the system.
Clone	Creates a duplicate of the current prospect record.
Send Email	Initiates an email to the prospect.
Convert Prospect	Converts the prospect into an active partner, initiating the onboarding workflow.
Assign To	Assigns the prospect to a different user or team.
Reject	Declines the prospect, typically used for applications that do not meet criteria.
Add	Adds a new task for the prospect.
Add	Adds a new note for the prospect.

Partner Information

Field	Description
Email	The prospect's email address.
First Name	The prospect's first name.
Phone	The prospect's primary phone number.
Mobile	The prospect's mobile phone number.
Prospect Status	The current status of the prospect, indicating their stage in the recruitment process.
Title	The prospect's job title.
Last Name	The prospect's last name.
Lead Source	The origin or channel through which the prospect was acquired.

Company Information

Field	Description
Company Name	The name of the prospect's company.
Annual Revenue	The reported annual revenue of the prospect's company.
Website	The website URL 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 associated with the prospect.
Competitor Strength	A description of the competitor's strengths.
Competitor Description	A general description or URL related to the competitor.
Competitor Weakness	A description of the competitor's weaknesses.

Address Information

Field	Description
Address 1	The first line of the prospect's primary address.
City	The city of the prospect's primary address.
State	The state of the prospect's primary address.
Address 2	The second line of the prospect's primary address.
Country	The country of the prospect's primary address.
Postal Code	The postal code of the prospect's primary address.

Corporate Address Information

Field	Description
Address 1	The first line of the prospect's corporate address.
City	The city of the prospect's corporate address.
State	The state of the prospect's corporate address.
Address 2	The second line of the prospect's corporate address.
Country	The country of the prospect's corporate address.
Postal Code	The postal code of the prospect's corporate address.

Additional Information

Field	Description
Description	Additional descriptive information about the prospect or their company.

Campaign History

Field	Description
Campaign Type	The type of marketing campaign associated with the prospect.
Campaign	The name of the campaign.
Created On	The date and time the campaign entry was created.

Task(s)

Column	Description
Action	Actions available for the task, such as edit or delete.
Task Name	The name or description of the task.
Start Date	The date and time the task was started.
Due Date	The date and time the task is due.
Status	The current status of the task.

Note(s)

Column	Description
Action	Actions available for the note, such as edit or delete.
Note Name	The title or subject of the note.
Contents	The content or body of the note.

Prospect Assignment History

Column	Description
Action	Actions related to the prospect assignment history, such as viewing details.
Assigned By	The user who assigned the prospect.
Assigned To	The user or team to whom the prospect was assigned.

View a Partner Prospect page with collapsed sections

Click the Add button next to the "Task(s)" section.

This screen displays the Add/Edit a Task form, which allows users to create new tasks or modify existing ones associated with a partner prospect. Tasks are critical for managing follow-up actions, scheduling activities, and ensuring timely engagement throughout the partner recruitment and onboarding workflows. This form captures essential task details such as name, status, dates, priority, and the associated record, enabling program managers to track their interactions and responsibilities related to specific prospects. The ability to assign tasks to specific users ensures accountability and clear ownership of follow-up actions, contributing to an organized and efficient partner management process.

Click the "Save" button to save the newly created or updated task.

Buttons

Button	Description
Save	Saves the current task details and closes the form.
Cancel	Discards any changes and closes the form without saving.
Save and New	Saves the current task and opens a new blank task form for continuous entry.

Task Information

Field	Description
Task Name *	The name or title of the task. This is a required field.
Status *	The current status of the task, selected from a dropdown list. This is a required field.
Start Date *	The date when the task is scheduled to begin. This is a required field.
Due Date *	The deadline for completing the task. This is a required field.
Associated Record *	The partner prospect or other record to which this task is linked. This field is pre-populated with 'Julian Boyd' and is required.
Priority	The importance level of the task, selected from a dropdown list.
Assigned User *	The user responsible for completing the task. This field is pre-populated with 'Debasish Mete' and is required. Users can select a different user or clear the current assignment.

Additional Information

Field	Description
Description	A detailed explanation or notes for the task, with a character limit of 4000.

This screen displays the detailed information for a specific task associated with a partner prospect. Tasks are used by UPM administrators to manage follow-up actions, track progress, and ensure timely engagement with potential partners during the recruitment and onboarding phases. This view provides a comprehensive overview of the task's status, assignment, and related historical activities, allowing administrators to monitor and manage the prospect's journey through the pipeline. The information presented helps in understanding the context of the task, who it's assigned to, its priority, and its due date, which are critical for effective prospect management.

Review the detailed information for the selected task associated with the partner prospect.

Buttons

Button	Description
Edit	Click to modify the details of this task.
Delete	Click to remove this task.
Send Invitation Email	Click to send an invitation email related to this task or prospect.

Task Information

Field	Description
Task Name	The name or title of the task.
Status	The current status of the task, indicating its progress.
Start Date	The date and time when the task was initiated.
Due Date	The deadline for completing the task.
Associated Record	The prospect or record to which this task is linked.
Priority	The urgency level assigned to the task.
Assigned User	The user responsible for completing this task.

Additional Information

Field	Description
Description	A detailed explanation of the task.

Tasks Assignment History

Column	Description
Action	Indicates the type of action performed.
Assignment Type	Specifies the nature of the assignment.
Assigned By	The user who assigned the task.
Assigned To	The user or entity to whom the task was assigned.
Date Entered	The date when the assignment record was created.

Click the Add button next to "Note(s)".

The Add/Edit a Note screen allows users to create or modify notes associated with a specific record, such as a Partner Prospect. This functionality is crucial for maintaining detailed internal records of interactions, observations, or any relevant information pertaining to the prospect's journey through the recruitment and onboarding process. Notes serve as an audit trail and a collaborative tool for program managers and other vendor-side users to track the history and context of their engagement with potential partners. The system automatically links the note to the relevant record, ensuring all related information is consolidated for easy access and review.

Click the "Save" button to save the new or updated note.

Buttons

Button	Description
Save	Saves the current note and associates it with the specified record.
Cancel	Discards any changes made to the note and returns to the previous screen.

Note Information

Field	Description
Note Name	A required field for entering a descriptive title for the note.
File(s)	Allows users to drag and drop or upload files to attach to the note.
Contents	A text area for entering the detailed content of the note, with a character limit of 4000.
Associated Record	Displays the name of the record (e.g., Partner Prospect) to which this note is linked.

This screen displays the details of a specific note associated with a partner prospect. Notes are used to record important information, communications, or actions related to a prospect, providing a historical log and context for the recruitment and onboarding process. Each note includes a name, content, and a link to the associated record, ensuring that all relevant information is centralized and easily accessible to UPM administrators managing partner prospects. This view allows for reviewing existing notes and provides options to edit or delete them as needed.

Review the details of the note associated with the partner prospect.

Buttons

Button	Description
Edit	Click to modify the details of this note.
Delete	Click to remove this note from the system.

Note Information

Field	Description
Note Name	Displays the title or subject of the note.
File(s)	Displays any files attached to this note.
Contents	Displays the main body or detailed text of the note.
Associated Record	Displays the name of the partner prospect or record to which this note is linked.