Channel partners in SalesTown CRM are essential collaborators who help expand your reach and drive sales by leveraging their networks and expertise. Adding and managing channel partners effectively ensures seamless coordination and maximizes the potential for lead conversion and business growth.
Here is a detailed guide on how to add a channel partner to your CRM:
Guide to Add a Channel Partner
1. Navigate to the Channel Partner Section
- From the main dashboard, locate the Essentials< Channel Partner tab in the main menu or navigation panel.
- This will open the Channel Partner List page.
- Click on the "Add Channel Partner" button at the page's top-right corner.
2. Add a New Channel Partner by filling in the details
| Organization Name | Enter the channel partner's organization name |
| Name | Enter the channel partner's name |
| Description | Provide a detailed description of the Channel Partner |
| Enter the email of the Channel Partner | |
| Phone no. | Enter the phone no. of the Channel Partner |
| Address | Enter the address of the Channel Partner which includes address line, country, state, city, and pin code. |
- Once all the details are filled in, click the "Save" button to add the channel partner to your CRM database.
π‘πΌππ²: 1. Ensure all mandatory fields are filled in accurately. If any fields are marked as important by the admin from settings, they will be mandatory to fill. 2. Only Admin can Add, Edit, or Delete the Channel Partner.
Guide to Edit or Delete a Channel Partner
1. Locate the Channel Partner
- From the main dashboard, locate the Essentials< Channel Partner tab in the main menu or navigation panel.
- This will open the Channel Partner List page.
2. Select the Channel Partner to Edit
- Browse through the Channel Partner list or use the search bar to find the Channel Partner you want to edit.
- Click on it and it will redirect to the Channel Partner Detail Page.
To Edit:
- Click on the edit icon (pencil icon) given next to the respective field you want to edit.
- Update the necessary fields with the new information.
- Once you have made the desired changes, click the “Save” button to update the Channel Partner’s details.
To Delete:
- Click on the three dots of the respective Channel Partner you want to delete.
- A dropdown will appear. Click on the Delete Channel Partner option.
- A confirmation dialog will appear, asking you to confirm the deletion.
- Click OK to delete the Channel Partner.
Deleting a product is a permanent action and cannot be undone. Ensure that you double-check before confirming the deletion.
Following these steps, you can successfully add and manage channel partners in your CRM, leading to better collaboration and relationship management.