OVERVIEW

A partner is a company with whom you have a business agreement, but who is not a customer or a vendor. Partner records can be created for companies and individuals that bring business to your company.

Enabling The Feature

1. If you do not have partner records enabled in your account, an administrator can enable them atSetup > Company > Setup Tasks > Enable Features (Administrator).

2. Click the CRM subtab.

3. In the Partners section, check the 'Partner Relationship Management' box.

4. Click 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 commissions to your partners. If the Multi-Partner Management feature is enabled, multiple partner entities can be assigned to a single customer record.

Reports are available to monitor partner activity and sales.