View Partner Prospects

Overview

The Onboard module's Partner Prospects feature is crucial for managing the initial phase of the partner lifecycle: recruitment. Before a company becomes an official partner, they exist as a 'Prospect' record within the platform. This allows administrators to systematically identify, track, and engage with potential partners, ensuring a structured approach to expanding the partner ecosystem. The system supports various methods for populating this list, from manual entry to bulk imports, and provides tools for managing these prospects efficiently.

Once prospects are in the system, administrators can perform actions such as sending targeted emails, deleting outdated records, and exporting data for further analysis or use in other systems. The ability to create custom views and apply filters helps segment prospects based on various criteria, enabling more focused recruitment efforts and better pipeline management. This foundational step in the Onboard module ensures that the partner recruitment process is organized and scalable.

Accessing and Managing Partner Prospects

Click Onboard in the top navigation bar, then click Partners in the left navigation menu, and then click Partner Prospects.

Click the Selected (2) checkbox to select the first two rows.

This dialog box allows users to associate selected prospects with existing mailing lists or create new ones. Mailing lists are used within the Market module to segment and target partners or prospects for various marketing activities, such as email campaigns or content syndication. By adding prospects to specific lists, administrators can ensure that relevant marketing communications reach the intended audience, aligning with the overall marketing strategy. This integration between prospect management and marketing campaign tools streamlines the process of nurturing potential partners.

Select the desired mailing lists by checking the corresponding checkboxes.

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Click the Send Email button.

This dialog box displays a list of records selected for deletion, providing a final review before the action is confirmed. It allows administrators to verify which specific items will be removed from the system. For each record, an option is provided to remove it from the deletion list, enabling granular control over the batch deletion process. This serves as a crucial safeguard, preventing accidental or unintended data loss by requiring explicit confirmation of the items to be deleted.

Review the list of records to be deleted and click "Delete" to confirm the action.

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Exporting Prospect Data

Click Export.

This dialog box, 'Export Columns List', allows administrators to configure and initiate the export of prospect data from the platform. It provides options to select the file type for the export, define the range of records to be included, and specify which data fields (attributes) should be part of the exported file. Users can also save frequently used export configurations for future convenience, streamlining the process for recurring data extraction needs. This functionality is crucial for data analysis, external reporting, or migrating prospect information to other systems, ensuring flexibility in how prospect data is managed and utilized outside the UPM.

Click the "Export Data" button to download the prospect information based on the selected attributes and configuration.

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Importing Prospect Data

Click the Export Data button.

The View Imports screen displays a list of all data import jobs that have been performed within the platform, including those for prospects and accounts. This screen allows administrators to review the status of past imports, identify the files used, and see which entity types were affected. It serves as a central repository for managing and auditing bulk data uploads, ensuring data integrity and providing a historical record of all imported information. Administrators can also initiate new imports, manage existing ones, and download sample data templates directly from this interface to facilitate future data preparation.

Click the 'Add' button to initiate a new data import process.

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This screen, titled 'Add/Edit an Imports', is part of the data import functionality within the Onboard module, allowing administrators to configure and manage bulk data uploads. It enables the creation or modification of import jobs for various entities, such as partner accounts, by specifying the source file, the target entity, and mapping external identifiers. This process is crucial for efficiently populating the platform with large datasets, especially during initial setup or when integrating with external systems that generate data in bulk. The screen displays the current configuration of an import job, including its name, the attached data file, and settings related to how the imported data should be handled, such as auto-updating existing records or mapping external IDs to platform fields.

Click the "Next" button to proceed with configuring the import job.

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Import Information

Click the Next button.

This screen displays the detailed configuration and status of a specific data import job within the platform. It provides administrators with a comprehensive overview of how an external data file, such as a spreadsheet, is mapped to internal system entities and attributes. The 'Import Information' section summarizes key metadata about the import, including its name, the source file, the target entity list (e.g., Accounts), and whether it involves external IDs or auto-updates. The 'Import Configuration Details' section then breaks down the column-level mapping, showing which columns from the imported Excel file correspond to which attributes within the platform's data model. This detail view is crucial for verifying the accuracy of import setups, troubleshooting data discrepancies, and understanding the structure of imported records, especially for bulk operations like creating or updating partner accounts or prospects.

Review the Import Details screen to understand the configuration of the data import job.

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Import Information

Import Configuration Details

Creating Custom Views and Filtering Prospects

Click Create View.

This filter configuration dialog allows administrators to customize the columns displayed in the Partner Prospects list view and to define additional filter criteria. By selecting specific fields, users can tailor the information presented in the main list to focus on relevant data points for prospect management, such as contact details, company information, or assigned managers. This customization enhances the usability of the prospect list by enabling users to quickly view and act upon the most critical information without navigating to individual prospect detail pages. The ability to save filter configurations also streamlines future analysis and reporting tasks, ensuring consistent data presentation for different operational needs.

Enter a name for the current filter configuration to save it for future use.

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Click the Filter icon.

This screen displays the filter configuration panel for the Partner Prospects list view, allowing users to define specific criteria to narrow down the displayed prospect records. Users can apply basic filters based on common prospect attributes such as company name, country, contact information, and prospect status. This filtering capability is crucial for managing large volumes of prospect data, enabling program managers to quickly locate specific prospects, analyze segments, or focus on applications that meet certain conditions. The panel supports both basic and advanced filtering options, providing flexibility in how data is queried and presented, which is essential for effective partner recruitment and pipeline management.

Apply the configured filters to the Partner Prospects list by clicking the "Apply" button.

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This screen displays the advanced filter configuration for prospect records, allowing administrators to define complex criteria for segmenting and managing their partner prospects. The filter panel enables users to specify conditions based on various prospect attributes, using operators and values to narrow down the displayed list of prospects. This functionality is crucial for targeted outreach, performance analysis, and ensuring that the right partners are engaged at each stage of the recruitment and onboarding process. Filters can be saved for future use, streamlining repetitive filtering tasks and promoting consistency in data analysis.

Configure the advanced filter by selecting the field, operator, and value, then click "Apply" to filter the prospect list.

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