Partner list core module
The Partner List core module in Partnerplace is designed to manage and analyze your business's partner relationships. It offers a centralized list where you can track and sort information such as partner names, their managers, types, tiers, the number of leads, revenue, and potential lead value.
Accessing Partner List: Click on the 'Partner List' button on the left-hand navigation panel to view your list of partners.
Viewing Partner Details: A summary of each partner's details is displayed in a row. This includes the partner's name, manager, type, tier, the number of leads, won revenue, potential lead value, and current status.
Tip:
The exclamation mark (!) on the left side of any partner name, indicates a changes in partner details or a new entry in their timeline
Sorting and Filtering:
- Sorting: Click on any column header, such as 'No. of Leads' or 'Won Revenue,' to sort the list based on that column.
- Filtering: Use the dropdown menus above the list (e.g., 'Country', 'City', 'Partner Manager') to filter the partners displayed according to your selection.
- Reset Filters: If you have applied any filters, you can reset them by clicking the 'Reset Filters' button.
Inviting Partners: To invite new partners, click the 'Invite Partner' button located on the top right corner.
Adding Details: To input or update details for a new partner, click on their name or the 'Details' button.
Navigation Tips:
- Use the search bar to quickly find a specific partner. Type in the query and hit "Enter". To cancel the search, empty the searchbar and hit "Enter".
- Use the '<<' and '>>' buttons to navigate through multiple pages of the partner list if available.
Troubleshooting
- Missing partner information: If some information is labeled 'N/D' (No Data), it may indicate that the details have not been entered or are currently unavailable.
- Unable to sort/filter: Ensure that you are clicking on the correct headers or using the dropdown menus properly. If issues persist, refresh the page or log out and log back in.
- Invitations not sent: If you encounter problems sending invitations to partners, check your internet connection, and ensure you have the correct email addresses. If the problem persists, contact support on support@partnerplace.io
- Data not updating: After adding or updating partner information, if changes are not reflected, try refreshing the page. If this does not work, clear your browser's cache.
- Found bugs? Contact us on support@partnerplace.io