The sales partners who bring buyers to the dealership
A sales partner is a person or a company that introduces buyers to the dealership. The dashboard heading for the list is Sales Partners. The sidebar item is Partners.
A partner record holds contact details, standing commission terms, notes, documents and a message thread. A deal can name one partner. The dashboard totals the commission of every won deal of the partner.
Select a partner in the list to open the page. The page shows the name, the type, the location and the word Archived for an archived partner. A side column shows terms, the portal link, contact details and notes. The main area has tabs.
| Tab | Content | Shown when |
|---|---|---|
| Deals | Every deal that names the partner, in any status | Always |
| Commissions | Commission per deal with the settled and remaining amounts | The team member holds Partner Commission Access |
| Customers | Customers assigned to the partner, with a search box | Always |
| Notes | Internal notes with optional follow-up dates | Always |
| Documents | Invoices of the partner deals and the files of the partner | The team member holds Customer & Partner Documents Access |
| Messages | The message thread with the partner | Always |
The sidebar shows Partners only to team members who hold Partner Directory Access. The partner name is hidden for other team members everywhere in the dashboard, including on deals. The Owner and Manager roles hold every permission in the table. The Staff role holds none of them by default.
| Action | Permission |
|---|---|
| Open the Partners page and a partner | Partner Directory Access |
| Add a partner | Partner create, held by the Owner and Manager roles |
| Edit, archive or restore a partner | Partner update, held by the Owner and Manager roles. Editing also needs Partner Commission Access. |
| Delete a partner | Partner delete, held by the Owner and Manager roles |
| See terms, balances and the Commissions tab | Partner Commission Access |
| Issue the portal link | Issue Partner Portal Links and Partner Commission Access |
The Owner changes the switches that carry a label in Settings under Permissions.
A partner opens a shared statement page from a link that a team member issues. That page has its own guide.