What's in Partners Profile Management
Introduction
Administrators use this feature to centralize and manage all partner accounts and contacts, enabling efficient viewing, searching, and filtering of partner details.
View Partner Accounts
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Add/Edit a Partner Account
Administrators use this feature to add or edit partner accounts, managing comprehensive profiles with partnership, company, and public overview details to maintain accurate partner records.
View a Partner Account
Administrators use the Partner Accounts section to view comprehensive 360-degree partner profiles, including contact details, partnership information, and performance metrics, for efficient monitoring.
View Partner Contacts
UPM administrators manage, import, export, and communicate with partner contacts to maintain accurate records and foster program engagement.
Add/Edit a Partner Contact
UPM administrators manage partner contact records by editing personal and account details, assigning user types, and controlling partner locator visibility for effective relationship management.
View a Partner Contact
UPM administrators view, manage, and assign individual partner contact records to ensure accurate communication and controlled access within the platform.