Work a partner record

Open the partner

Confirm the building blocks exist

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.

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.

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.

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.

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.

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.

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.

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.

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.