View Your Partner Accounts

Overview

The Partner Manager provides a single, unified view of the strategic information about Partners currently enrolled in your Channel Program. This facilitates the work of Channel Managers by allowing them to scan, analyze, compare, filter, sort, and manipulate Partner data to inform their day-to-day business operations.

The Partner Manager includes many shortcuts to the tools that allow you to manage or edit Partner data.

Before You Begin

Log into the Zift PRM Admin site with dataTask level 2 or higher rights.

Partner Manager Home Screen

The Partner Manager home Screen displays the strategic details about Partner organizations as a summary list. Each record can be expanded by clicking on the > on the left edge of the table. This will display additional detail about the selected Partner.

Figure: Initial Partner Manager screen with one row expanded to show Partner details.

Over the list, there are several controls available. The Add Account button will allow you to register a new Organization manually. Overview is the default view of the Partner Manager. Regions allow you to view the data segmented geographically.

Figure: Regional segmentation of Partners with the Europe segment selected and displayed.

The small bar icons on the left edge of the list header allow you modify the display using standard or compact layout. The list header also includes a count of records that match the current filters and the number of items that are displayed per page. This allows you to determine if all corresponding records are displayed. You can change how many records are displayed by using the dropdown selector. Finally, a search field allows you to define text that must appear somewhere in a Partner record. The search will return any records that include the text in any of the columns in the list.

How to View Your Partner Accounts in the Partner Manager

1. Navigate to Accounts > Partner Manager. The initial Partner Manager page will display all of the Partner Organizations that are currently registered. For each Organization record, these columns will be displayed:
   • ID: This is the LocationID from the database.
   • Name: This is the Organization name.
   • City/Country: This is the geographical area of the specific location of the record.
   • Contacts: This is the number of Person records associated with this Location.
   • Primary Contact: This is the name of the designated Primary Contact for this Location.
   • Account Manager: This is the name of the Person associated with the Admin company that has been designated as the Account Manager for that Location.
   • Status: This is the current status of the Location. If it has been approved, there will be a green dot and the word Approved displayed. If the status is different, you can approve it if you have the necessary rights.

   You can click on the triangles next to any of these fields to toggle the sorting of the records on that field either in ascending or descending order. You can also restrict the results by entering a search term in the search bar above the list.

2. [Optional] You can expand any record by clicking the > on the left edge of the row. This will open the Partner details panel that has two tabs
   • Partner: This is the Partner Location information and includes the specific address information and the date when the Partner joined the program as well as the number of Opportunities the Partner has produced in that time. An Edit Partner link allows you to access the Location edit Screens.
   • Contacts: This displays overview information about the specific Person records associated with this Location. The Actions column allows you to edit the contacts or send a Password Reset Email to any contact.