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 on the partner's card depends on the action the partner takes.
Partnership Status
The following are the statuses that will appear on the business partner's card:
- Open
- Active
- Declined
- Modified
- Terminated
Open Partnership Status
- When the partner has sent the partnership offer to the client and the client has not responded, the client card appears on the partner's home page labeled Open.
Active Partnership Status
- When the partner has sent the partnership offer to the client and the client has accepted it, the client's card displays no label.
- This indicates that the partnership is active.
Declined Partnership Status
- When the partner has sent the partnership offer to the client and the client has declined the offer, the client's card appears on the partner's home page labeled as Declined.
Modified Partnership Status
- When the partner has sent the partnership offer to the client and the client has accepted it, the partnership is active.
- After the client modifies any partnership details, the client's card on the partner's homepage is marked as Modified, indicating the change and prompting the partner to acknowledge it.
Terminated Partnership Status
- At any given time, if the client terminates the partnership, the client's card on the partner's homepage is marked as Terminated.
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 partner ...End Partnership
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 end the ...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 ...Accept Partnership Offer
Overview When you receive a partnership offer from a business partner, their dedicated tile will appear prominently on your home screen. This tile will indicate the offer status as 'Open' and display that there are currently "0" contacts and "0" ...Decline Partnership Offer
Overview When you receive a partnership offer from one of your business partners, you can either accept or decline the offer. This article describes the steps to decline the offer. Step 1 - View Offer Once you receive an offer from a partner, you ...