Add Partners

Add a partner to record who brings buyers to the dealership and what the partner earns by default.

Requirements: The partner create permission and Partner Directory Access, held by the Owner and Manager roles. Editing a partner also needs Partner Commission Access.

StepsCopy Anchor Link

1. Select Partners in the sidebar.
2. Select New Partner. The Add a Sales Partner dialog opens.
3. In Partner type, select Individual or Company.
4. Enter the name in Full name or Company name. The name is the only required field.
5. Optional: enter Email and Phone.
6. Optional: open the Address section and set Country, City and Address.
7. Optional: open the Standing terms section.
   1. In How they are paid, select Commission or Markup. The option No standing terms means the terms are agreed per deal.
   2. In Calculated as, select Percentage or Fixed amount.
   3. Enter the value in Rate (%) or Amount. The amount uses the dealership currency.
8. Optional: open the Notes section and enter Internal notes.
9. Select Add Partner.

The toast shows the partner name followed by added. The partner appears in the list.

Edit a partnerCopy Anchor Link

1. Open the partner page.
2. Select Edit. The Edit Partner dialog opens with the same fields.
3. Change the fields and select Save Changes.

The toast Partner updated confirms the change.

Standing termsCopy Anchor Link

The standing terms are copied onto each new deal that names the partner. The team member can change the terms on a deal. Editing the standing terms never changes a deal that already exists.

LimitsCopy Anchor Link

• A percentage cannot exceed 100. The toast reads A commission cannot exceed 100%.
• A mode needs a rate. Without a rate the toast reads Enter the rate for these terms.
• The internal notes are visible only to the team. The partner never sees them.
• The side column of the partner page shows the terms under Standing rate. The value Not set means no standing terms exist.