Partners
Manage resellers, referral and technology partners, review the deals they register with AI help, and give them a partner portal for registrations, deals and commissions.
Partner Management runs your channel: the partners you work with, the deals they register, and the revenue and commission they earn. Partners get their own partner portal to register deals and follow them.
Partner management is part of the Enterprise plan.
The Partners page
Open More → Sell → Partners. The header shows Total Partners, Active, Pending Registrations and Partner Revenue. Search partners and filter by status. Each partner shows its tier, deals, revenue and commission.
Adding a partner
Click Add Partner to onboard a reseller, referral, technology or other partner:
- Type: Reseller, Referral, Technology, System Integrator, OEM or Affiliate.
- Tier: Registered, Silver, Gold or Platinum.
- Status: Prospect, Pending, Approved, Suspended or Terminated.
- Company details, commission rate and contacts.
Deleting a partner also deletes its deal registrations.
Inviting partner users
Open a partner and choose Invite Partner User: enter the person's email, an optional name, and their Portal Role:
| Role | Can |
|---|---|
| Viewer | View deals and accounts |
| Member | Register deals |
| Manager | Manage team members |
| Admin | Full partner access |
Mark one person as the Primary Contact to receive important notifications. They receive an email invitation to join the partner portal.
Deal registrations
Partners register the opportunities they're working through the portal. Registrations wait for you under Pending Registrations, each with the deal, the partner, its status, an AI Score and the Est. Value.
- Approve a registration to accept it.
- Reject it with a reason, such as "Account already registered by another partner" or "does not meet deal registration criteria".
- AI-Powered Review scores pending registrations and can approve the clear-cut ones for you, listing how many were approved and how many need review. Review the rest yourself.
The partner portal
Partner users sign in to their own portal, separate from your team's SalesOS. The portal has:
- Dashboard: their deal registrations (total, approved), active deals, revenue and Total Earned, assigned accounts, recent registrations, their tier benefits and Commission Rate, and their Partner Manager.
- Register a Deal: the company, the contact (name, title, email, phone), the estimated value, the customer's need, known competitors and any notes.
- Deals, Accounts and Registrations: what they've registered and are working, with each registration's status.
- Help Center, Support and Security settings for their own account, and the partner Agreement.
Partners only ever see their own registrations, deals and assigned accounts.
Tips
- Set clear registration rules and use the rejection reason to explain them.
- Use tiers to reward your best partners with better commission rates.
- Check pending registrations daily; slow approvals cost partner goodwill.