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 (Live or Offline), tags, country, currency, and partner domains. Custom fields for this partner type appear at the bottom.
Changing the status between Live and Offline requires an Admin role — everyone else can edit the other details but not the status.
Stage, tier and category are set here. 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
Control how this partner works with deals and the portal. This tab is available for referral and reseller partners.
Deal expiration: Set how many days deals stay active before they expire.
Lock deal value: Stop the partner changing deal amounts in the portal.
Lock lead status: Stop the partner changing lead statuses.
Lock deal stage: Stop the partner moving deals between stages.
Limit visibility to assigned users: Only show this partner to the internal team members assigned to it.
Auto-create users on portal signup: Automatically create a Journeybee account when someone from this partner's domain signs up on the portal.
Company-wide defaults for these behaviours live in Partnership settings.
Contacts
View and manage the people at this partner. Add contacts, edit their details, mark a primary contact, invite them to the portal, and remove them. See Partner contacts.
Assigned Users
See which members of your internal team are assigned to manage this partner, and add or remove them.
Notes
Write internal notes about this partner. Notes are visible only to your team, never to the partner.
Files
Upload and organise files for this partner, such as contracts or agreements, using folders. Files can be kept Private (internal only) or Shared, which makes them visible to the partner in their portal.
History
A timeline of activity for this partner — who changed what, and when — including status changes, deal updates, and other actions.
Customising partner views
You can change how partners appear in your list to match how you work. From the Partners page:
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. The distribution view is list-only, so the pipeline option is not offered there.
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 are simpler: stage, tier and category are hidden, and they have no Commission or Settings tab. They also appear as a list only, not a pipeline.
Setting a partner to Offline keeps all their data but removes their portal access and hides them from partner search. Switching back to Live restores access. Changing status requires an Admin 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) — see Deleting a partner.
New partners are added with Add partner or imported in bulk — see Creating a partner and Importing partners from CSV.
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 Live or Offline. Only Admins can change a partner's status, in the Details tab or the partner list.
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.