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. To enter edit mode, you have two options to start editing your partnership details:
    1. Option 1: Click on the Edit icon in the context menu on the customer card.

    2. Option 2: Choose the Edit option from the drop-down 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 on the respective band. This will open the selected section in editing mode.


Step 2 - Modify Assigned Contacts

  1. Click on the Assigned Contacts band.

  1. Once you click on the Assigned Contacts band, the screen will display a list of all contacts that you have offered to your client. 
  2. Please note that the screen will list 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 on 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 will display the 'Released' label.
  1. Upon clicking the button, the selected contact's band will display the 'Released' label.
  2. The client will receive notifications about the change, and the 'Modified' status will appear on the client's tile on your home page.
  3. 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 on the Add button.

  1. On the Add Contact(s) pop-up, choose the contact that you wish to offer by clicking on 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 have added or removed the contact, the Update button gets enabled.
  3. Click on 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 on 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. Please note that 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 on the Remove icon.
  1. On the Release Partner Manager pop-up, click the 'Yes' button to remove the partner manager.  
  1. The selected contact has been removed from the partner manager 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 on the respective band. Only the chosen contacts will be assigned as partner managers for your client.
  3. Click on the Save button.

  1. A newly added contact is assigned as a partner manager.

Step 4 - View Partnership History

  1. Click on the Partnership History band.  

  1. After clicking on 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 on the band, the details will open. 



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