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What you’ll achieve

A partner record that is fully set up and current: the right tier, phase, champion, language, currency, and categories so their experience and commissions behave correctly; the CRM fields your team tracks, editable in place; an accurate set of contacts with the right portal access; and a running history of notes your whole team can see. Everything you set here drives what the partner experiences in their portal and how Introw attributes their deals.

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Before you start

1

Open the partner

Know which partner organization you are working. You need write access to Partners.
2

Confirm the building blocks exist

Tiers, commission plans, and experiences must already exist for the values you want to apply. Currency only appears when multi-currency is enabled for your organization, and language options come from the languages your organization has turned on.

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Watch it

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Steps

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Set the partner’s core fields

1

Open the partner

Go to Partners and open the partner. The detail page opens on the Partner Details card, where the fields that drive their relationship live.Introw shows a logo next to the partner name, found automatically from their domain. To replace it, hover the logo in the header and upload your own: it sits in a small square frame and is cropped to fill, so use a square image around 200×200, PNG or JPG. The same logo shows up in the partner’s own portal.
Open the partner organization you want to work.
2

Set the relationship fields

On the Partner Details card, set the fields that decide how this partner is treated:
  • Tier - the partner’s program tier. It governs the benefits, requirements, and badge they get, and other features read it. Pick the tier that matches their current standing.
  • Phase - the lifecycle stage they sit in (the column they appear in on the grid view). Set it so the pipeline board reflects reality.
  • Champion - the main contact at the partner organization. Choose from the people associated with the partner; this is who your team treats as the relationship owner on the partner side.
  • Currency - the currency their commissions and revenue are shown in. It appears only when multi-currency is enabled. Leave it unset to use the organization default, or set it for partners who transact in another currency.
  • Language - the language their portal and communications render in. Choose from your enabled languages; leave it on the default to inherit the organization language.
The Partner Details card holds tier, phase, champion, currency, and language: the fields that drive their experience.
3

Add categories

Open the Partner Info section and set Categories to tag the partner (for example by region, industry, or partner type). Categories help you slice the list and target segments, so apply the tags your program filters by.
Tag the partner by region, industry, or type so you can slice the list and target segments.
4

Work the CRM fields on the same card

The Partner Info section also carries the CRM fields you configured as columns on the partner list - account owner, region, health score, renewal date, any custom property. They are the live CRM values, and the editable ones can be changed right here: the write goes straight to your CRM, so you never open HubSpot or Salesforce to correct a field while working the partner.Read-only properties, owner lookups, and picklists with no synced options show as values rather than inputs, and you need write access to Partners. Which fields appear is set on the partner list’s configure panel, so the record shows exactly what your team decided to track. See Show and rename CRM fields.
5

Set the portal fields

Open the Portal Info section to control what the partner gets:
  • Experience - the experience the partner’s portal is published with. Choosing one creates or updates their portal. Pick the branded experience that fits their partner type.
  • Commission Plan - the commission plan(s) that apply to this partner. Set it so their conversions and payouts calculate against the right plan.
To change the linked company or CRM record, use the edit control on the Partner Details card to pick a different company or partner object, or to enter a company name and domain directly.
Portal Info sets the experience their portal publishes with and the commission plan their payouts calculate against.

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Manage the partner’s people

1

Open the People tab

Open the partner’s People tab to see everyone associated with the partner organization. This is the list of contacts who can be given portal access and notifications.
The People tab lists every contact who can get portal access and notifications.
2

Add a contact

Use the add control to add a person to the partner. Enter their details so they appear on the partner and can be invited. Their role is read from your CRM contact mapping when one is configured, so the role shown reflects what the CRM holds.
Add a person to the partner so they appear on the record and can be invited.
3

Give portal access and notifications

For a contact who should use the partner portal, grant access (the invite action) so they receive an invitation. Once a contact has access, you can toggle whether they receive notifications. Contacts without access do not get portal notifications.
4

Work a contact's CRM fields

Open a person to see their detail, where a fields section carries the Contact properties you configured as columns on the People list - job title, seniority, country, or any custom field. The editable ones can be changed inline and write straight back to the contact in your CRM, and a link takes you to the contact record itself when you need the full picture. Correcting a job title or a phone number is a two-second edit on the partner, not a trip into HubSpot or Salesforce.Their role is read from your CRM contact mapping when one is configured, so the role shown reflects what the CRM holds. Only CRM-backed contacts can be edited this way; a person who exists only in Introw has no CRM record to write to.

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Capture context with notes

1

Open notes

Open the partner’s Notes area (also reachable from the Note action on the Partner Details card). Notes capture what a structured field cannot: what was agreed, what to follow up on, and the history of the relationship.
Notes keep the running context on the relationship: what was agreed and what's next.
2

Add a note

Write the note. It is saved to the partner and visible to your team, so anyone can pick up the relationship with full context. Use the Message action on the same card when you want to post an internal comment instead of a lasting note.
Capture a call summary, next step, or internal context.

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Verify it worked

The Partner Details card shows the tier, phase, champion, currency, and language you set, and the Portal Info section shows the chosen experience and commission plan. Any CRM field you edited on the Partner Info card or on a person’s detail shows the new value, and the same value is on the record in your CRM. The People tab lists the contacts with their access state, invited contacts receive their invitation, and your notes appear on the partner for the whole team to see. The partner now experiences the portal, language, and commissions you configured.

Organize the partners list

Shape the list with views, columns, and phases.

Create a partner manually

Add a partner that sync has not detected yet.

Invite partners to the portal

Give a contact portal access.

Show & rename CRM fields

Choose which CRM fields appear on the record, and edit them from Introw.

Implementation reference

Full configuration options for partner records.