Resellers and referral partners
Resellers lists the resellers and referral partners that bring you business, with what they referred: companies, opportunities, open opportunities, customers signed, MRR generated and, if your role shows commission, the commission due.
Add a reseller
- Open the partner's company page. Its type must be Reseller or Partner.
- Select Make referral source. The company now appears in Resellers, and people can pick it as the referral source of companies and opportunities.
The reseller page
- Referred business: the companies, opportunities and open pipeline it referred. Select a number to see that list.
- Performance, Commission agreements and Commission to pay: shown to members who can see commission.
- Notes: anything your team should know about the reseller. What it earns is set only by its commission agreements.
- Company page opens the reseller's own company.
Deactivate stops a reseller being offered in the pickers; existing referrals keep it. Reactivate brings it back. Tick Show inactive on the list to see inactive resellers.
The Reseller performance report ranks resellers and can be exported.