Partner Management
Every partner has a detailed view that brings together their information, activity, and settings in one place — so you can manage the whole relationship without leaving the partner.
Where to find it: Go to Partners and click any partner in the list. Their details open in a panel on the right.
The partner header
At the top of the panel you will see the partner logo and name. On the header row are quick actions:
Integration links: Jump straight to this partner's matching record in a connected CRM (such as HubSpot, Salesforce, Pipedrive or Attio). A link only appears when the partner is linked to that CRM.
Compose email: Send an email to the partner's contacts. See Emailing partners for details.
Go to partner portal: Open this partner's portal in a new tab, exactly as they see it.
A more menu (three dots) sits at the very top of the panel. It currently holds one action — Archive — which removes the partner. See Deleting a partner.
Tabs
The panel is organised into tabs. Not every tab appears for every partner — some depend on the partner type or on which modules are enabled (see Troubleshooting if one is missing).
Details
View and edit the partner's core information: name, website, phone, description, stage, tier, category, status (Enabled or Disabled), tags, country, currency, and partner domains. Custom fields for this partner type appear at the bottom.
Stage, tier, category, status (Enabled or Disabled), currency and partner domains can only be changed by team members with an Admin or Partnerships role — everyone else can edit the remaining details.
Stage, tier and category are set here. The pickers only offer the options set up for that partner's own type — a distribution partner uses your reseller set. Configure the available options in Stages and Categories and tiers; manage Tags and Custom fields separately.
Under Domains, add the email domains that identify this partner and mark one as primary.
Tasks
See and manage tasks for this partner. Create tasks, assign them to your team, set due dates, and mark them complete.
Emails
A log of emails sent to this partner's contacts. Each entry shows the subject, when it was sent, delivery counts, and which provider was used (Gmail, Outlook, or Journeybee) as a badge. To send a new email, use Compose email in the header — see Emailing partners.
Commission
Set up and manage the commission scheme for this partner — add rules, set rates, and control how commission applies to deals. See Commission for the full guide. This tab is hidden for distribution partners and when no commission scheme exists yet.
Insights
View engagement analytics for this partner, including deal activity and portal usage. When the learning module is enabled, a Certifications sub-tab appears alongside engagement, showing the partner's certification progress. See Partner engagement metrics. This tab is available on paid plans.
Resellers (distribution partners)
For a distribution partner, this tab lists the resellers assigned to the distributor. Use the Assign reseller control to add them. See Distribution management.
Distributors (reseller partners)
For a reseller partner, this tab lists the distributors that manage the reseller. Use the Assign distributor control to add or change them. See Distribution management.
Settings
Per-partner defaults for deals and the portal, shown for referral and reseller partners and editable only by team members with an Admin or Partnerships role.
Deal Expiration (days): how long this partner's deals last before they expire — leave it blank and they never expire.
Allow partners to edit deal values, Allow partners to edit lead status and Allow partners to edit deal stages: whether this partner can change each of them in the portal.
Limit partner visibility to assigned items: when on, this partner's users only see the leads, deals and cards they created or are assigned to.
Auto-create users on login: people who sign in with an email on this partner's domains get a portal account automatically — needs your custom domain, and does not apply to public email providers such as Gmail or Yahoo.
Partner SSO: a status card and shortcut to this partner's SSO connection, shown when enterprise single sign-on is enabled.
Each setting starts from your Partnership Settings Template when the partner is created — changing the template later does not update existing partners.
Customising your partner views
You can customise what you see in both the pipeline and list views — which fields show and in what order.
Pipeline view or List view: Switch between a card-based pipeline and a table-style list.
Standard fields: Choose which built-in fields (such as stage, tier, category, tags, assigned users or status) to show.
Custom fields: Add your own custom fields to the view.
Drag to reorder: Rearrange fields into the order you prefer.
Per partner type: Set up different views for each partner type (Referral, Reseller or Distribution), and separately for pipeline and list.
Open the field settings from the sliders icon next to search.
Bulk updating partners
Tick partners in the Partners list and choose a field from the Update field dropdown to give all of them the same value. Fields are grouped into Default fields (stage, tier, category, tags, assigned users and status), your Custom fields, Settings and Archive.
The Settings group carries the same per-partner settings as the partner's Settings tab: Deal Expiration (days) (blank for no expiry), Allow partners to edit deal values, Allow partners to edit lead status, Allow partners to edit deal stages, Limit partner visibility to assigned items and Auto-create users on login. One field is applied per update, and the group is offered only to Admin and Partnerships roles. Turning Auto-create users on login on for several partners asks you to confirm first, because people with an email on those partners' domains will then be able to create their own portal accounts.
This is the way to bring existing partners onto new Partnership Settings Template defaults — the template otherwise applies only to partners created afterwards.
Good to know
Not every tab appears for every partner. Resellers only shows for distribution partners, and Distributors only shows for reseller partners.
Distribution partners use your reseller stages, tiers and categories rather than their own, and they have no Commission or Settings tab. See Distribution management.
Setting a partner to Disabled keeps all their data but removes their portal access and hides them from partner search. Switching back to Enabled restores access. Changing status requires an Admin or Partnerships role, and you can do it from the Details tab or straight from the partner list.
Archiving a partner requires an Admin or Partnerships role. Use Archive in the more menu (three dots), or tick several partners in the list and choose Archive Partnerships from the bulk Update field dropdown — see Deleting a partner.
New partners are added with Add partner or imported in bulk — see Creating a partner and Importing partners from CSV.
On the pipeline view, each column header shows the real number of partners in that stage, and a column with more than 25 has a Load more button at the bottom that loads the rest of the column. The list view loads more partners as you scroll.
Troubleshooting
A tab is missing. Commission is hidden for distribution partners and until a commission scheme exists. Insights is available on paid plans. The Resellers and Distributors tabs depend on the partner type (and the distribution module). Settings shows only for referral and reseller partners.
You can't change Enabled or Disabled. Only team members with an Admin or Partnerships role can change a partner's status, in the Details tab or the partner list. The same applies to stage, tier, category, currency, partner domains and the per-partner settings — those controls appear disabled for everyone else.
The website or country field isn't in Details. These standard fields can be switched off for your company in field settings — turn them back on there if you need them.
A stage, tier or category will not save. You can only choose a value that belongs to the partner's own type — distribution partners use your reseller set. If a value you expected is missing from the list, refresh the page: it may have been removed while the page was open.