What's in Partner Profile Management
Introduction
Administrators use the Partner Prospects module to track and manage potential partners before formal application, ensuring a streamlined recruitment pipeline.
View Partner Prospects
Administrators and partners use the Partner Prospects list to manage potential partners before onboarding by tracking, engaging, and managing prospect data.
View a Partner Prospect
Administrators use this feature to view and manage partner prospects, tracking their details, communication, and tasks, before converting them to active partners.
Add/Edit a Partner Prospect
Administrators use this feature to manage and enrich details for potential partners before they apply to a program, streamlining recruitment efforts.
View Partner Companies
Administrators use the Partner Companies module to view, manage, and segment all enrolled partner organizations, leveraging robust search and filtering capabilities.
View Partner Contacts
Administrators and partners use the Partner Contacts module to manage contacts, ensuring accurate records for communication and program activities.
View a Partner Contact
Administrators and partners use this feature to view and manage all individual contacts associated with partner companies, ensuring accurate communication and access control.
Add/Edit a Partner Contact
Administrators manage partner contact records by adding, editing, and viewing details to maintain accurate communication and access management.
View Partner Accounts
Administrators manage all partner accounts by viewing, organizing, modifying, importing, and exporting data, ensuring accurate records for partner program success.
View a Partner Account
Administrators and partners use the Partner Accounts section to view and manage all enrolled partner profiles, providing comprehensive visibility into status and activities.
Add/Edit a Partner Account
Administrators add and edit partner account profiles, including company, contact, and program details, to maintain accurate records within the platform.
View Partner Types
Administrators manage Partner Types to categorize partners for tailored program experiences, enabling viewing, adding, deleting, searching, and filtering.
View a Partner Type
Administrators and partners view and manage partner types, which categorize partners to determine program eligibility, content visibility, and incentive structures.
Add/Edit a Partner Type
Administrators define and manage partner types to categorize partners, customize programs, and control access and incentives within the platform.
View Badges
Administrators manage partner badges, which recognize achievements and incentivize engagement, by viewing, creating, and deleting them, and creating custom filtered views.
View a Badge
Administrators and partners view badge details like name, tier, region, status, description, and expiration to understand partner recognition.
Add/Edit a Badge
Administrators create and manage digital badges to recognize partner achievements, assigning them to partner tiers or regions with an expiry date and custom artwork.
View Partner Tiers
Administrators configure and manage partner tiers, defining performance levels and benefits. This structures the partner program and incentivizes growth.
View a Partner Tier
Administrators use this feature to view and manage partner tier details, including attributes, commission rules, and reward point distribution, to structure partner programs effectively.
Add/Edit a Partner Tier
Administrators define and manage partner tiers to categorize partners by performance and benefits; required fields include name, profile, and group.
Channel Scorecard
Administrators use the Channel Scorecard in the Onboard module to assess partner performance and program health via aggregated metrics and visual reports.