ZINFI UPM GuidePartners Profile Management for Partner Portal Administrators

Partner Profile Management

The Partner Management module allows your organization to manage channel partner profiles more quickly and effectively. Your organization can easily create partner records in the system, including business information such as partner type and company, prospect information, contacts, and accounts. Channel management team members can easily track detailed partner profile information as well as sales history, lead generation, and other channel program-related activities.

Global Partner Management

By deploying ZINFI's UPM platform, you can recruit, onboard, train, and manage your partners globally to drive profitable growth. The platform makes it easy for you to determine which partners are on track to become high performers and which need extra help. ZINFI's UPM platform is supported in multiple languages with localized resources in various countries, driving partner usage and satisfaction.

View Partner Prospects

The View Partner Prospects list page provides the following actions at the top of the page:

• Add — Opens a new page to add a new prospect.
• Delete — Deletes selected prospect(s) from the list.
• Create Mailing List — After selecting prospects, creates the required distribution list.
• Export — Exports the Entire List, Current Page, or Uncheck All selections.
• Import — Click to import records in legacy format (CSV/Excel).
• Create View — Creates a new customised page view.
• Search / Filter — Opens a search window filterable by email ID, Name, Company Name, Country, List Name, Blast Name, and more.
• Clear Search — Clears the active search.
• Saved Searches — Shows a dropdown list of saved filter configurations (each supports Edit and Delete).

Clicking on a Prospect Name in the grid navigates to that record's detail page.

View Partner Prospect Details

The Partner Prospect detail page contains the following sections and action buttons:

• Edit — Opens the record in edit mode.
• Delete — Deletes the record and its related list associations.
• Clone — Clones the record.
• Send Email — Sends email to the prospect via a distribution mailing list.
• Convert Prospect — Converts the Partner Prospect to a Partner Contact.
• Assign To — Assigns the record to specific user(s) or group(s) with Read Only or Read/Write access.
• Reject — Rejects the prospect; a popup prompts for a rejection reason.

The record contains these information sections:

Section	Key Fields
Partner Information	Email, Title, First Name, Last Name, Phone, Fax, Mobile, Lead Source, Partner Category, Country Code, Prospect Status
Company Information	Company Name, Website, Annual Revenue, Industry Type
Competitor Description	Competitor Name, Description, Strength, Weakness
Address Information	Address 1, Address 2, City, Country, State, Postal Code
Corporate Address	Alternate address fields
Additional Information	Description
Commission Payout Milestones	Referral Submission, Acceptance, Rejected, and Contacted commission amounts
Campaign History	Campaign Type, Campaign Name, Status, Created On
Tasks	Task Name, Status, Start Date, Due Date, Priority, Assigned User, Description
Notes	Note Name, Associated Record, File attachment, Contents
Prospect Assignment History	Assigned By, Assigned To

Partner Self Registration

Partners can self-register on the Sign Up page of the ZINFI Portal. Once registration is successful, the Referral Partner record will appear in the View Partner Prospects list. Affiliate Partners can also register themselves through the UPM Sign Up Form and land as Affiliate Partner Prospects at UPM.

Convert a Partner Prospect into a Partner Contact

From a Prospect detail page, click Convert Prospect. The Contact Information fields are auto-filled and cannot be edited before saving. Under Account Information:

1. For a new account, check the New Account checkbox.
2. For an existing account, click Select to open the account picker and choose or create the account.
3. Click Save to complete the conversion.

Add / Edit a Partner Prospect

To edit an existing prospect, click the pencil icon. To add a new prospect, click the Add button at the top of the list. The Add/Edit form contains: Partner Information (Email, Title, Name, Phone, Fax, Mobile, Lead Source), Company Information (Company Name, Website, Annual Revenue, Industry Type), Competitor Description fields, Corporate Address Information, and an Additional Information description field. Click Save when complete — you will be returned to the list where you can click back into the record to add Campaign History, Tasks, and Notes.

Import a List of Prospects

Click the Import button on the list view to open the View Imports page. Click Add to configure a new import:

1. Name — Name this upload instance.
2. Entity List — Select "Partner Prospects" from the dropdown.
3. Attachment — Browse and upload your filled Excel template (.xlsx only — the system shows an alert for unsupported formats).
4. Auto Update — Check to overwrite existing records matched by email address; leave unchecked for new records.
5. External ID Name / UPM Field — Required only when Auto Update is enabled, to map your Excel column to the matching UPM system field.
6. Has External ID — Check when you have an External ID Name to map.
7. Click Next to proceed to field mapping, then click Next again to complete the import.

To review or edit an existing import configuration, click the Edit (pencil) icon. Click the link in the Attachment column to download the original import file, or click the Name link to open the Import Details window (showing Import Information, Import Configuration Details, and a Download Report link).

View Partner Companies

The list page provides Create View, Search, Clear Search, and Saved Searches actions. Clicking on a Company Name navigates to its detail page.

Edit a Partner Company

To edit the name or website of a Partner Company, you must navigate back into the Partner Prospect record of the individual associated with that company and edit the information there.

View Partner Contacts

The list page provides:

• Add — Opens a new page to add a partner contact.
• Delete — Deletes selected contacts from the list.
• Send Email — Sends email to selected contacts via a distribution list.
• Export — Exports Entire List, Current Page, or Selected Records to CSV/Excel.
• Import — Imports records in CSV/Excel format.
• Create View — Creates a new customised page view.
• Filter — Filters by Email, Account Name, Company Name, Alternate Country, and more.

Clicking a Contact Name navigates to that contact's detail page; clicking the contact's company navigates to the company's detail page.

View Partner Contact Details

The Partner Contact detail page includes:

Section	Key Fields
Partner Contact Information	First Name, Last Name, Email, Title, Department, Other Email, Contact Source, Direct Phone, Mobile Phone, Contact Type (Active/Dormant), User Type (CP or CPA), Score, Country Code, Show in Partner Locator
Account Information	Account Name, Account Country, Region, Description
Address Information	Primary Address 1 & 2, City, Country, State, Zip/Postal Code
Alternate Address Information	Alternate Address 1 & 2, Alternate City, State, Country, Postal Code
Tasks	Task Name, Start/Due Date, Priority, Assigned User, Description
Campaign History	Campaign Type, Campaign Name, Status, Created On
Contacts Assignment History	Assigned By, Assigned To, Date Entered
User Record	Name, User Name, Status (link to User & Territories Management)
Help Desk	Ticket Name, Ticket ID, Status, Category
Notes	Note Name, Contents

Action buttons at the top of the detail page: Edit, Delete, Clone, Send Email, and Assign To (supports Assign to User or Assign to Group with Read Only or Read/Write access).

Add / Edit a Partner Contact

To edit an existing contact, click the pencil icon. To add a new contact, click the Add button. The Add/Edit form covers Partner Contact Information (First/Last Name, Email, Title, Contact Type, User Type, Address fields, Direct/Mobile Phone, Contact Source, Score) and Account Information (Account Name, Address, Country, State, Zip, Description). After saving, you can return to the record to add Notes, Tasks, Campaign History, and create a User Record.

Import a List of Contacts

Click Import on the Partner Contacts list page. On the View Imports page, click Download Sample Data to get the sample Excel template (the "Contacts" sheet), fill it in, then click Add and configure the import (Name, Entity List = "Partner Contacts", Attachment, Auto Update settings, field mapping). The import supports a Parent Child Field configuration so that Contacts can be uploaded with Account associations already mapped — the Contact is treated as the Child Object and the Account as the Parent Object. Pre-create any net-new Account Names in the Portal before importing contacts.

View Partner Accounts

The list page provides: Add, Delete, Export, Edit, Import, Create View, Search/Filter, and Saved Searches. Clicking an Account Name navigates to its detail page.

Records can be exported in CSV or XLSX format. Select specific columns via the Export Columns List popup, or choose "All" from the Export Fields dropdown to include all available fields. Up to 1,000 records can be exported per operation. Images attached to partner accounts (such as Partner Logo files) are exported separately in ZIP files alongside the XLSX data file.

View Partner Account Details

The Partner Account detail page includes:

Section	Key Fields
Partnership Information	Account Name, License Status, Partner ID, Preferred Distributor, MDF Allowed, MDF Quarterly Budget, Deal Registration Allowed, Lead Distribution Ranking, Key Competitors, Territory Focus, Master Account, Partner Logo, Partner Score, Partner Tier, Partner Logo URL (auto-generated shareable URL), Country, Account Manager
Company Information	Year Founded, Industry, Annual Revenue (M$), Specialization, Average Transaction Value, MDF Quarterly Budget, Commission Rate (%), MDF Allocation (%), Total Employees, Deal Registration Allowed, Discount Margin (%)
Partner Locator Overview Page	Rich-text company overview for the Partner Locator
Accounts Assignment History	Assigned To, Assignment Type, Assigned By, Date Entered
Partner Contacts	List of associated Partner Contacts with Name and Email
Partner Type	Assigned partner types
Solutions Offered	Business lines / solutions associated with the account
Business Plans	Plan Name, Status, Created By, Created On
Support Desk Tickets	Ticket Name, Status, Created By, Created On
Projects	Project Name, Start Date, End Date
Rewards Points Earned	Reward Name, Partner, Quarter, Transaction Date
MDF Plans	Plan Name, Status
License Management History	Licensing history for the Partner Account
Signee	Contract signatories with Signatory Type and Sort Order (drag-and-drop reorder)

Action buttons: Edit, Scorecard, Delete, Clone, Assign To, Partner Account Locator (shows account on Google Maps — shows all child accounts when clicked from a Master Account), and Download Attachment(s).

Add / Edit a Partner Account

To edit an existing account, click the pencil icon. To add a new account, click the Add button. The Add/Edit form covers Partnership Information (Account Name, Status, Partner ID, address fields, Website, Main Phone, Territory Focus, Master Account, Partner Logo, Partner Score/Tier, Partner Logo URL, Account Manager, Country Code) and Company Information (Year Founded, Industry, Annual Revenue, Specialization, Average Transaction Value, MDF Quarterly Budget, Commission Rate, MDF Allocation, Total Employees, Deal Registration Allowed, Discount Margin). After saving, return to the record to add Partner Contacts, Partner Types, Solutions Offered, Help Desk Tickets, and Projects.

Auto-Assignment of Partner Contacts and Users

When a Partner Account gets assigned to a specific user, all the associated Contacts along with their related User Records are automatically transferred to the respective user's Partner Accounts list. This cascading assignment keeps your channel ownership data in sync without manual reassignment of each contact.

Master / Parent-Child Partner Accounts

ZINFI supports a robust Partner Account Hierarchy that allows partner organisations to establish parent-child relationships between their accounts. Once configured, the Parent Account users can view and manage records from associated child accounts.

To assign a Master Account, open the Child Account record in Edit mode and select the parent using the Master Account selector. Account Hierarchy Visibility can be enabled per application (Sales Prospects, Contracts, Opportunities, etc.) under Administration > Access Management > Record Visibility. Enable the Enable Account Hierarchy Visibility setting and select the Profiles of the Parent Partner Account that can view child account records.

Deactivating a Partner Account

To make an account inactive, change the Account Status field from Active to Inactive in the Edit Account page. This does not delete the Account, Contacts, or Users — it only blocks portal login access for all users associated with that account. When reactivated, user statuses remain Pending and must be manually changed back to Approved one by one.

Manage Partner Logo

In the Add/Edit a Partner Account section, click Browse in the Partner Logo field to open a file picker. Select the image and click Open. The logo will be stored on the account and displayed in the title bar of the application for that partner's users when they log in. The Partner CPA (Channel Partner Administrator) can also manage their own logo from their account.

View Partner Types

The list page provides Add, Delete, Create View, Search, Clear Search, and Saved Searches. Clicking on a Partner Type Name navigates to its detail page.

Add / Edit a Partner Type

Click the pencil icon to edit, or the Add button to create a new type. The form has a single Partner Type Name field. Click Save when done.

Generate Profile — Find High-Potential Partners

The Generate Profile button on the scorecard helps identify partners that are not currently performing well but share characteristics with your top performers, indicating untapped potential:

1. Check off your most successful partners in the performance ranking (e.g., your Top 5).
2. Click Generate Profile to open a dialog showing the shared attributes across those partners — by Region, Partner Type, Employee Size, Specialization, and Certification Type.
3. Check off the attributes you want to match and specify a performance threshold (e.g., "not in my Top 50").
4. Click Submit — the system returns partners outside your selected threshold that match the chosen profile attributes.
5. Name this group and click Save to revisit and nurture them later.

View Badges

The Badges list page provides Add, Delete, Create View, Search, Clear Search, and Saved Searches. Clicking on a Badge Name navigates to its detail page.

View Badge Details

The Badge detail page shows:

• Badge Name — Name of the badge.
• Partner Tier — The tier eligibility for this badge.
• Region — Region applicability.
• Expiry Date — When the badge expires.
• Status — Published or Draft.
• Badge Description — Brief description of the badge and criteria.
• Badge Template — The uploaded badge image file.

Add / Edit a Badge

Click the pencil icon to edit, or the Add button to create a new badge. The form includes: Badge Name, Partner Tier, Region, Expiry Date, Status, Badge Description, and Badge Template (file upload). Click Save when done.