Channel partners

1 Channel partners: what they are and how it works Architects, designers, builders and contractors who send you customers, and how JAI CRM credits them with everything that… 2 Switching Channel Partners on A separate module in the Full Suite plan: who sees it, what appears when it is on, and… 3 Adding a channel partner Every box on the form: name, firm, kind, phone, who looks after them, how long their customers count,… 4 Kinds of partner Architect, interior designer, builder, contractor: the list, how to change it, and why it matters in the report. 5 Who looks after a partner The colleague who keeps the relationship: what they are told, and how it decides who sees which partners. 6 Recording a referral on a lead Choose the partner in Referred by when the enquiry arrives, and everything that follows is credited to them. 7 A referral straight to a customer For a customer added without a lead: set Referred by on the customer, and their business counts for… 8 When two partners claim the same customer An architect and a builder both send the same family: how JAI CRM spots it and asks instead… 9 What a referral is credited with The lead, the customer, every deal, quotation, order and invoice: which records carry the partner and when each… 10 How long a referred customer counts Twelve months from the referral unless the partner says otherwise, why a lead has no clock, and worked… 11 Changing who a record is credited to The Change link: choose another partner or nobody, give a reason, and the history keeps it. Other records… 12 A partner's page: what they brought in Referred, became customers, deals, won, quoted, invoiced and collected: what each figure counts and over which period. 13 Leads, deals and documents on a partner's page The tabs that list every lead, customer, deal, quotation, order and invoice credited to a partner. 14 Reports: what each partner brought in Two reports, by partner and by kind, with the period, the columns, exporting and scheduling. 15 Partners who have gone quiet An active partner who has referred nobody for 90 days is marked, so somebody calls before the relationship… 16 A worked example: one architect's first year From the first referral to money collected, with the figures her page shows at each step. 17 Channel partners on a phone The list with a call button, a partner's figures, and changing who a record is credited to from… 18 Importing and exporting partners Bring in a list of partners from a spreadsheet, how duplicates are matched, and taking the list out… 19 Who can do what The permissions on Channel partners, what each one allows, and how record visibility applies. 20 Questions about channel partners Deleting a partner, records made before the module, commission, and other things people ask.