Modify Partnership Details

Modify Partnership Details

Overview

You can update your partnership details at any time. Both the partner and the client can make changes to ensure all information stays current and accurate. If the client updates any part of the partnership information, the partner must acknowledge and confirm these changes. Likewise, if the partner makes updates, the client must also accept them. This mutual acknowledgment helps maintain transparency and clear communication between both parties.

Step 1 - Start Edit Mode

  1. You have two options to edit your partnership details:
    1. Option 1: Click the Edit icon in the context menu on the customer card.

    2. Option 2: Choose the Edit option from the dropdown menu on the Customer Details screen.

  1. Once you click the Edit button, a screen will appear, allowing you to select the section you want to modify.
  2. The screen provides the following sections:
    1. Assigned Contacts
    2. Partner Management Team
    3. Partnership History
  3. To edit any of the sections, click the respective band. This opens the selected section in editing mode.


Step 2 - Modify Assigned Contacts

  1. Click the Assigned Contacts band.

  1. Once you click the Assigned Contacts band, the screen displays a list of all contacts that you have offered to your client. 
  2. The screen lists only those contacts that your client accepts.
  3. On this screen, you can add or remove the contact from the offered list.

Withdraw Offered Contacts

  1. To withdraw any of the offered contacts from the list, click the respective band.
  2. When you click the band, a To Be Released label will appear on that contact's band. To undo your action, click the band again, and the To Be Released label will be removed. 
  3. Click the Update button provided in the action area of the screen. 


  1. An Update Contacts pop-up will appear. Provide your reason for withdrawing the contacts in the text box, and click the Yes button.

  1. Upon clicking the button, the selected contact's band displays the Released label.
  1. The client will receive notifications about the change, and the Modified status will appear on the client's tile on your home page.
  2. Once the client accepts the modifications, the contact will be removed from the list, and the modification label will also be removed. 

Offer a New Contact

  1. To offer a new contact to your client, click the Add button.

  1. On the Add Contact(s) pop-up, choose the contact that you wish to offer by clicking the contact band.
  2. You can select one or more contacts from the list. Upon selection, the contacts will be highlighted.
  3. Click the Save button to add contacts. 

  1. The newly added contacts will be highlighted on the screen with a label To Be Added.
  2. Once you add or remove a contact, the Update button becomes active.
  3. Click the Update button.

  1. On the Update Contacts pop-up, provide the reason for updating the contacts and click the Yes button.

  1. On the Assigned Contacts, the newly offered contact will be marked with a label indicating Offered.

  1. The client will receive notifications about the change, and the Modified status will appear on the client's tile on your home page.
  2. Once the client accepts the modifications, the contact will be removed from the list, and the modification label will also be removed.

Step 3 - Modify Partner Management Team

  1. Click the Partner Management Team band.
  1. The interface will show a complete list of all partner managers. This screen makes it easy to add or remove partner managers as needed.
  2. The members of the partner management team are included for your management purposes only.

Remove Partner Manager

  1. Hover over the partner manager's band that you want to remove. The band will display the Remove icon.
  2. Click the Remove icon.
  1. On the Release Partner Manager pop-up, click the Yes button to remove the partner manager.
  1. The selected partner manager is removed from the list.

Add Partner Manager

  1. To add a new partner manager, click the Add button.

  1. A list of contacts will appear on the screen. 
  2. You can select one or multiple contacts by clicking the respective band. Only the chosen contacts become partner managers for your client.
  3. Click the Save button.

  1. The newly added contact now appears as a partner manager.

Step 4 - View Partnership History

  1. Click the Partnership History band.

  1. After clicking the Partnership History band, the interface shows a complete history of your partnership. The data is for viewing only. 
  2. Some bands have a chevron icon, indicating that more details are available.

  1. After clicking the band, the details open. 



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