Partner

Partner

Introduction

The Partners module in ROCKEYE CRM is used to manage external business entities such as clients, vendors, distributors, and strategic partners. It acts as a centralized repository to store and maintain partner-related information, including company details, contact persons, and communication data.

This module helps businesses build and maintain strong relationships with external stakeholders by organizing partner data in a structured manner. It also supports better collaboration, tracking, and communication with partners across various business processes.

How To Navigate

1. Click Master on the top menu.
2. Select Partner.
3. The Listing page opens showing all existing partner records in a grid.

How To Add Partner

1. On the Listing page, click Add Partner.
2. The Add Partner form opens on the right side.
3. Enter required information (see Field-wise details below).
4. Click Save to create the partner.
5. Click Discard to cancel without saving.

Partner's Identification

• Name: Official name of the partner organization/person.
• Code: Unique internal code/identifier for the partner record. Helps avoid duplicates and supports internal tracking.
• Partner Type: Category of partner (e.g., Individual or Company).
• Primary Contact Person Name: Main point of contact for the partner.
• Primary Email: Email address for the primary contact.
• Primary Phone: Phone number of the primary contact (includes country code selector).
• Website: Partner’s official website URL.
• Country: Partner’s operating/registered country (as maintained in master data).
• Partner Account Manager: Internal user responsible for managing the commercial/account relationship with the partner.
• Partner Success Manager: Internal user responsible for partner onboarding, enablement, and success activities.
• Status: Active / Inactive (based on configuration).

After filling all required fields, click Save to create the record or Discard to cancel.

Update an Existing Partner

1. Open the partner Summary panel.
2. Click the Edit (pencil) icon.
3. The Update Partner form opens.
4. Make changes and click Update.
5. Click Discard to exit without saving.

Updated values reflect in the Summary panel and Listing grid.

Listing

• Search: Find partners by typing keywords in the search bar.
• View: Scroll through partner records with key columns (Name, Code, Partner Type, etc.).
• Open details: Click the Partner Name to open the partner details panel.
• Import Partner: Allows bulk creation of partners by uploading a properly formatted Excel or CSV file.
• Save Filter: Save the currently applied filter criteria as a preset for future use
• Reload: Refresh the list to display the most recent data changes.
• Export: Download the partner list data as CSV or PDF format.
• Click the toggel coloum to customize which columns appear in the Partner listing grid. This helps reduce clutter by hiding fields you don't need and showing only relevant data.