> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Organize the partners list
> Build views, columns, filters, and lifecycle phases so each team reads the partners list the way they need to, then act on partners in bulk.
{/* The partners list starts as one flat table. This guide turns it into something each
team can actually use: saved views with the right columns and filters, lifecycle
phases that read like a pipeline, and bulk actions that change many partners at once.
Reach for it when the list feels noisy, when a new team needs its own slice, or when
you are rolling out the same change across a cohort. */}
## What you'll achieve
A partners list that answers the right question for each team: saved views (shared or private) with the columns and filters they care about, lifecycle phases that show where every partner sits as a pipeline board, and bulk actions that update a whole cohort without opening each record. Partner managers see at a glance who needs a push, and leadership can read program health from the board.
## Before you start
You need write access to Partners to configure views, phases, and run bulk actions. A connected CRM is not required to organize the list, but CRM-backed properties only appear as columns when a CRM is connected.
Decide the stages a partner moves through (for example potential, onboarding, active, churned) so the phases you create match how your program actually works.
## Watch it
## Steps
### Build a view
Go to [Partners](https://app.introw.io/partners) and open the configure panel for the current view. This is where you choose the columns, filters, and sharing that define how this view of the list looks.
Decide which partner properties show as columns, then use **Add property** to add more.
* **Built-in properties** - fields Introw tracks directly, such as phase, tier, champion, and language. Add the ones the team scans on every partner.
* **CRM-backed properties** - fields that live in your CRM. Add these when a team needs to filter or sort on data you maintain in HubSpot or Salesforce. They appear only when a CRM is connected.
Keep a view to the handful of columns that team actually reads; extra columns make the list harder to scan, not easier.
Narrow the view to the partners it is about - for example a single phase, a tier, or a segment. A filtered view stays focused on one question (such as "who is mid-onboarding") instead of showing every partner at once.
Choose who sees the view.
* **Private** - the view stays visible only to you. Use it for a personal working slice.
* **Shared with team** - colleagues see the same columns, filters, and layout. Use it for the views a whole team relies on, so everyone reads partners the same way.
Save the view to keep it. It appears as a tab on the partners list for quick switching, and teammates see it too when it is shared. Create as many views as you have distinct questions to answer.
### Organize partners into phases
In the configure panel for the list, find the phases section. A default set of phases already exists, running from a potential partner through to won and lost, so you can adapt rather than start from nothing.
Add a phase and give it a clear name that matches your program, such as a stage between first contact and signed. Each phase becomes a column in grid view, so name them the way you would describe the pipeline out loud. Repeat for every stage you track.
Drag phases into the sequence partners move through, so the board reads left to right like your real lifecycle. Order is what makes the grid tell a pipeline story.
Use **Grid view** to see one column per phase, then drag partners into the right column. You can also set the **Phase** field on a partner's detail page. Changes save immediately, and the choice between **List view** and **Grid view** is remembered for you.
To delete a phase, first choose another phase to move its partners into, then remove it. Introw requires the migration so no partner is ever left without a phase.
### Act on a cohort in bulk
Filter the list to the cohort you want (a view or a quick filter helps), then use the row checkboxes to select partners. The header shows how many are selected and reveals the bulk actions bar.
The bulk actions bar acts on every selected partner at once.
* **Update experience** - swap which experience the selected partners are published with, updating their existing portals.
* **Apply experience** - publish the selected partners with an experience, creating their partner portals in one pass.
* **Comment** - post an internal comment across the selected partners to flag follow-up for your team.
* **Edit** - open the bulk edit dialog to change a property (tier, commission plan, currency, or a team role) for the whole selection. See [Bulk update partners](./bulk-update-partners) for the full walkthrough.
Run the action. Introw applies it to every selected partner and clears the selection when it finishes, so the bulk actions bar disappears.
## Verify it worked
Your saved view appears as a tab on [Partners](https://app.introw.io/partners), and teammates see it too when it is shared. **Grid view** shows one column per phase with partners in the stages you assigned. After a bulk action, the selected partners show the new state in the list and the selection clears.
## Related
Change tier, commission plan, currency, or team roles for a whole cohort.
Set phase, tier, and the other fields on a single partner.
Turn a filter into a reusable audience.
Full configuration options for the partners list.