End Partnership With Your Client

End Partnership With Your Client

Overview

If you are not satisfied with the services provided by your partner/customer or if, for any reason, you feel it is necessary to terminate the partnership, you have the flexibility to do so at your convenience. This means you can decide to end the partnership at any time, ensuring you have control over the agreement based on your needs and circumstances. 

Partner View - Ended Partnership

  1. Once the customer ends the partnership, the partner will see the 'Terminated' status on the customer's tile.
  2. The following context menu will appear on the tile:
  3. View Partnership:
    1. To access the details of an ended partnership, please click the 'View Partnership' icon located in the context menu of the customer's tile.
    2. You will be able to view the 'Assigned Contact', 'Partner Management Team', and 'Partnership History' screens for comprehensive information.
    3. It is important to note that the information presented in these screens is read-only, and therefore, no modifications can be made.
  4. Delete:
    1. Click on the 'Remove' icon to remove the customer tile from your screen.


Ends Partnership

  1. To end the partnership with your client, click the End Partnership icon in the client's card context menu. You can also access the End Partnership icon on the partner's details screen.

  1. An End Partnership pop-up will appear.
  2. Provide the reason for ending the partnership in the text box provided on the pop-up.
  3. Click the 'Yes' button to end the partnership. Upon clicking the button, the client card will be removed from your home screen, and a notification will be sent to the client. 

Customer View - Ended Partnership

  1. Once the partner ends the partnership, the partner will see the 'Terminated' status on the partner's tile.
  2. The following context menu will appear on the tile:
  3. View Partnership:
    1. To access the details of an ended partnership, please click the 'View Partnership' icon located in the context menu of the customer's tile.
    2. You will be able to view the 'Assigned Contact', 'Partner Management Team', and 'Partnership History' screens for comprehensive information.
    3. It is important to note that the information presented in these screens is read-only, and therefore, no modifications can be made.
  4. Delete:
    1. Click on the Remove icon to remove the partner tile from your screen.


    • Related Articles

    • View the Client's Partnership Status

      Overview Once you send the partnership offer, you'll see a different status depending on the partnership's progress, such as 'accepted', 'open', 'declined', or 'modified'. These statuses are displayed on the partner's card within your business ...

    • View Partnership Status

      Overview Once you receive the partnership offer, you'll see a different status depending on the partnership's progress. These statuses are displayed on the partner's card within your business partner screen. The status that appears on the partner's ...

    • End Partnership

      If you are not satisfied with the services provided by your partner/customer or if, for any reason, you feel it is necessary to terminate the partnership, you have the flexibility to do so at your convenience. This means you can decide to end the ...

    • Accept Partnership Offer

      Overview When you receive a partnership offer from one of your business partners, their dedicated tile will appear prominently on their home screen. This tile will indicate the status of the offer as 'Open' and will display that there are currently ...

    • Modify Partnership Details

      Overview You can update your partnership details at any time. As a client, you can make changes to ensure all information stays current and accurate. If you update any part of the partnership information, the partner must acknowledge and confirm ...