Setting for hiding prospects by default

The "Automatically hide prospects from the partner list" setting allows you to control whether prospect partners appear in your Partner List by default. This setting helps you focus on active partners while keeping prospects accessible when needed.

What Are Prospects?

Prospects are potential partners who have been added to your system but are not yet fully active partners. They may be in the evaluation, onboarding, or negotiation phase. Depending on your workflow, you may want to view prospects separately from your established partner base.

Accessing the Setting

This setting is available to vendor administrators and can be found in your general settings:

1. Navigate to Administrator Panel
2. Select General Settings
3. Scroll to the partner management section
4. Locate the toggle: "Automatically hide prospects from the partner list (you can still access them via the filters)"

How It Works

Default Behavior (Toggle OFF)

When this setting is disabled (toggle OFF):

• All partners, including prospects, appear in the Partner List by default
• You see the complete list of both active partners and prospects
• No automatic filtering is applied
• This is the default configuration

Hide Prospects (Toggle ON)

When this setting is enabled (toggle ON):

• Prospects are automatically hidden from the Partner List
• Only active partners appear in your default view
• Prospects are still in your system and can be accessed via filters
• This creates a cleaner, more focused Partner List for daily operations

Accessing Hidden Prospects

When prospects are hidden from the Partner List, you can still access them using the filter options:

1. Navigate to your Partner List
2. Click on the filter options at the top of the list
3. Look for a filter related to partner status or type (e.g., "Status", "Type", or "Partner Stage")
4. Select Prospect or the equivalent option
5. The Partner List will update to show only prospects

You can also combine the prospect filter with other filters to narrow your view further (e.g., prospects in a specific country or assigned to a specific manager).

When to Use This Setting

Enable (Toggle ON) When:

• Large prospect volume: You have many prospects and want to focus on active partners in your daily view
• Separate workflows: Your team manages prospects differently from active partners
• Cleaner reporting: You want standard views and reports to show only active partners
• Focused operations: Day-to-day operations primarily involve active partners
• Segmented team: Different team members handle prospects vs. active partners

Keep Disabled (Toggle OFF) When:

• Unified management: You manage prospects and partners together
• Small partner base: You have few partners and prospects, so seeing all doesn't create clutter
• Prospect conversion focus: Your team actively works on converting prospects to partners
• Integrated workflow: Prospects are treated similarly to active partners in your processes
• Visibility preference: You prefer to see all partner records at once

Impact on Team Members

This setting affects all users in your vendor organization:

• Applies to everyone: When enabled, all vendor users see the filtered view (prospects hidden)
• Consistent experience: All team members have the same default Partner List view
• Filter access: Any user can still access prospects using filters, regardless of the setting
• No personal override: Individual users cannot change this setting; it's organization-wide

Related Features

Filters

This setting works in conjunction with the Partner List filtering system. Understanding filters is essential when this setting is enabled. See the "Table Configuration and Filters" documentation for details on using filters effectively.

Saved Searches

When prospects are hidden by default, consider creating saved searches like:

• "All Prospects" - Shows only prospect partners
• "Prospects - High Priority" - Prospects filtered by priority or value
• "Prospects by Manager" - Prospects assigned to specific team members

See the "Saving Filter Selections" documentation for information on creating and managing saved searches.

Partner Status Management

Ensure your partner status or type field clearly distinguishes between prospects and active partners. This makes filtering more effective and ensures the hide prospects setting works as intended.

Troubleshooting

1. Cannot Find Prospects

Issue: Prospects have disappeared from the Partner List.

Solution:

• Check if the "Automatically hide prospects from the partner list" setting is enabled
• Use the filter options to select "Prospect" or equivalent status
• Check saved searches for prospect-specific views
• Verify that the partners you're looking for are actually marked as prospects

2. Setting Not Visible

Issue: Cannot find the hide prospects toggle in settings.

Solution:

• Verify you have administrator permissions
• Ensure you're logged in as a vendor user (not a partner user)
• Navigate to Administrator Panel > General Settings
• Scroll through the entire settings page - the toggle may be in a section below
• Contact Partnerplace support if the setting is not present

3. Prospects Still Showing

Issue: Enabled the setting but prospects still appear in the list.

Solution:

• Refresh the Partner List page (Ctrl+F5 or Cmd+Shift+R)
• Verify the toggle is actually enabled (ON) in General Settings
• Check if you have active filters that override the setting
• Verify that the partners showing up are actually marked as prospects (they might be active partners)
• Log out and log back in to refresh your session

4. Changed Setting But Team Doesn't See Changes

Issue: Updated the setting but team members report no change.

Solution:

• Ask team members to refresh their browser page
• Have them log out and log back in
• Clear browser cache if refreshing doesn't work
• Verify they're looking at the Partner List (not a different page)
• Confirm they don't have saved searches or filters that override the default view

Example Scenarios

Scenario 1: Growing Partner Program

Situation: Your partner program has grown to 200 active partners and 50 prospects. The Partner List is becoming cluttered and team members want to focus on active partners.

Solution:

1. Enable "Automatically hide prospects from the partner list"
2. Create a saved search called "All Prospects" with prospect filter applied
3. Create additional saved searches like "High-Value Prospects" and "Prospects - My Territory"
4. Train team on accessing prospects via filters and saved searches
5. Update reporting to specify active partners vs. prospects

Scenario 2: New Partner Program

Situation: You're launching a new partner program with just 10 partners, 5 of which are prospects. You want visibility into all partner activities.

Solution:

1. Keep "Automatically hide prospects from the partner list" disabled
2. Use Table Configuration to display relevant columns for tracking prospect conversion
3. Apply filters manually when you want to view only prospects or only active partners
4. Re-evaluate as your partner base grows to 50+ partners

Scenario 3: Separate Prospect Team

Situation: You have a dedicated business development team managing prospects and a separate partner management team handling active partners.

Solution:

1. Enable "Automatically hide prospects from the partner list" to give partner managers a clean view
2. Create a saved search called "BD Team - All Prospects" for the business development team
3. Set up additional saved searches for prospect pipeline stages
4. Train both teams on their respective workflows and views
5. Consider using partner manager assignments to further segment prospects

If you continue to experience issues after trying these steps, please contact Partnerplace support for further assistance at support@partnerplace.comWhen contacting support, please provide:

• A detailed description of the issue
• Steps to reproduce the problem
• Any error messages you've encountered
• Your account information (username/email)

This will help the support team address your concerns more efficiently.