Accept Partnership Modification

Accept Partnership Modification

Overview

Your partner may modify any details of the partnership, such as offering more contacts, withdrawing offered contacts, or updating the partner management team. Once your partner makes any changes, you will receive a notification about them. The modifications will not be implemented unless you accept them. You have the flexibility to accept or decline the changes or suggest new ones. This mutual acknowledgment helps maintain transparency and clear communication.

Step 1 - Review Modifications Made by the Partner

  1. If your partner has made any modifications, you will be notified, and a 'Modified' label will appear on their card.
  2. Click on the card to view the modifications.

Contacts Withdrawn by Partner

  1. If the partner has made any changes to the assigned contact, and after clicking on the partner card, the following screen will appear. 
  2. On the screen, you will see the contact labeled as "Released by Partner." This indicates that your partner has withdrawn some of the contacts. 
  3. To accept the changes, click on the "Accept" button.
  1. After clicking the Accept button, a pop-up will appear. 
  2. Provide any comments in the box if you'd like, or click the Yes button.

  1. After clicking on the Yes button, you will be directed to the business partner home screen.
  2. The Modification label is removed from the partner card.

New Contacts Offered by Partner

  1. Whenever a partner offers a new contact, the partner's card will display the label as Modified.
  2. Click on the client card.

  1. The screen will display the offered contact, labeled as 'Offered'.
  2. Select the offered contact and click the Accept button as shown in the screenshot.

  1. Select the contact in the Team Member section by clicking on the band. 
  2. Choose an appropriate role from the drop-down menu.
  3. Click on the Accept button.

  1. Click the 'Yes' button on the confirmation pop-up. 
  1. The accepted contact gets added to the list.


































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