You can get an overview of all the partners in the partner listing page. Name of the partner, partner type, relationship, phone and partner portal are all mentioned here. New partner can be added to the Listing page either by clicking on link in the left column or by clicking on tab in the upper right corner of the listing page.
Image ModifiedYou can carry out a quick search of different partners by putting keywords in the field.
Image ModifiedYou can carry out an advanced search of the different partners by filling in the various search criteria. The search criteria will open up once you click on the link.
Image ModifiedYou can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
Image ModifiedYou can click on the check-box to select one or multiple partners for mass email.
Image ModifiedThe partners can be added to your favorites by clicking on Image Modified icon.
Image ModifiedYou can bookmark a partner by clicking on Image Modified
Image ModifiedYou can delete one/multiple partners by clicking on Image Modified icon.
Image ModifiedYou can set the number of rows to be displayed on the page by clicking on the show drop down.
Image Modified You can get the options of adding comment; viewing followers, sending email and notifications, and uploading a relevant file (from the computer or from the CRM library) by hovering the cursor on a particular partner.
Image ModifiedBy selecting check boxes beside the Partners, you can send mass email from the action drop-down.
Image ModifiedYou can add a new partner by clicking on Image Modified tab.
Image ModifiedYou have two types of views for the Partner listing page i.e. column view and row view. You can select the view depending on your requirement. Image Modified
Image ModifiedThe display of various Partner fields can be customized by making mouse hover on Image Modified and then selecting the required fields you want to display.
Image Modified You can edit Image Modified or delete Image Modified a partner by hovering the mouse on it.
Image ModifiedYou can perform multiple actions to a partner by clicking on the Select drop down.