Partners are the foundation of your partner program with Channeltivity you can: recruit, profile, vet, onboard partners, and manage your Partners. You will have the flexibility to build Partner profiles with the attributes important to your Partner recruitment strategy, so you can analyze Partner results and determine what makes your ideal Partner.
The Partner Module Settings (Settings > Partners > Partner Module Settings) allow you to configure how Primary Partner Manager assignments are handled. You can enable the following options based on your preferred workflow:
- Make the first Partner Manager assigned to a Partner the Primary Partner Manager: When enabled, the first Internal User assigned as a Manager to the Partner Organization will automatically be designated as the Primary Partner Manager.
- When activating a Prospective Partner to an Active Partner, make the Internal User assigned to the Prospect the Primary Partner Manager: When enabled, this ensures that the Internal User assigned to the Prospective Partner Organization for vetting and approval is set as the Primary Partner Manager once the Organization is made Active.
Learn more about this topic here: What is a Partner Manager?
