🧑‍🤝‍🧑Partner Tracking

The Partner tracking feature enables you to better track and manage partner relationships and understand the impact of partners on your business.

We have included a new object "Partner Opportunity" that should be added as a related list on the Opportunity page.

Here you can create a new partner record when a partner or multiple partners are engaged on an opportunity.

You can specify the partner account, account contact, role, and relationship.

When you add a new Partner Opportunity record, we automatically flag the opportunity as a partner opportunity for easy reporting and analysis.

Account Field - Partner Type

We have added a new custom field to the Account record "Partner Type" to track the type of partnerships for each partner.

The delivered Partner Dashboard contains 6 reports to analyze the state of your partnerships and partner opportunities.