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.Before you start
1
Confirm setup
Your tier program and its tiers should already exist, and you need write access to partners.
Watch it
- Video
- Click through
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.
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.
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.
Verify it worked
Each partner shows the assigned tier on Partners, and on their CRM record when sync is configured.Related
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.