Managing Partners

A partner is a company you have a business agreement with, but isn’t a customer or vendor. You can create partner records for companies or individuals who bring business to your company.

If you do not have partner records enabled in your account, an administrator can enable them at Setup > Company > Setup Tasks > Enable Features (Administrator). Click the CRM subtab. In the Partners section, check the Partner Relationship Management box, and then save.

You can associate your promotion codes with partners. If a customer comes to your website from a partner website, that partner's code and promotion code are associated with the customer. The customer can then only use promotion codes associated with that partner.

You can also create commission plans using the Partner Commissions/Royalties feature that automatically calculates and pays commission to your partners. If the Multi-Partner Management feature is enabled, multiple partner entities can be assigned to a single customer record.

You can run reports to track partner activity and sales.

Related Topics

General Notices