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What you’ll achieve

Partners assigned to the right tier, individually or in bulk, so the correct benefits apply and, when tier CRM sync is configured, the status is written to your CRM.

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Before you start

1

Confirm setup

Your tier program and its tiers should already exist, and you need write access to partners.

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Watch it

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Steps

1

Assign one partner

Open the partner on Partners and set the Tier field on their detail page. The tier options come from the program, and each partner holds one tier per program. Use this for a single new partner or a one-off change.
Assign one partner
2

Assign many at once

On the partners list, select the partners you want to update, choose the bulk Edit action, pick Tier as the property, and set the tier for the whole selection together. Use this after a tier review to move a cohort in one pass instead of opening each record.
Assign many at once
3

Confirm the change

Save. If tier CRM sync is configured, the assignment is written to the CRM as well, so the tier stays aligned across both systems.
Confirm the change

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Verify it worked

Each partner shows the assigned tier on Partners, and on their CRM record when sync is configured.

Build a tier program

Create the program and its tiers first.

Map tiers to a CRM property

Push tier status to the CRM and keep it in sync.

Bulk update partners

Change tier and other properties across a cohort.

Implementation reference

Full configuration options for tiers.