Planned
Send a survey to partners
I would like to send different types of surveys to partners, e.g. we have limited resources to do a few training sessions and need to pick the topics that are most interesting to partners, so we send a survey with a multiselect list of topics. Another example: quarterly partner review

Kacper GugaΕa almost 2 years ago
π‘ Feature Request
Planned
Send a survey to partners
I would like to send different types of surveys to partners, e.g. we have limited resources to do a few training sessions and need to pick the topics that are most interesting to partners, so we send a survey with a multiselect list of topics. Another example: quarterly partner review

Kacper GugaΕa almost 2 years ago
π‘ Feature Request
Completed
Email notification on lead changes of status and stage
Email to be received by the side not making the change (if partner make the change, partner manager receives it and vice versa.)

Simon Baradziej over 2 years ago
High Priority
π‘ Feature Request
Completed
Email notification on lead changes of status and stage
Email to be received by the side not making the change (if partner make the change, partner manager receives it and vice versa.)

Simon Baradziej over 2 years ago
High Priority
π‘ Feature Request
LMS for partner certification
Make it possible for vendors to create their certifications for partners, providing basic courses, training materials and quizes

Simon Baradziej over 2 years ago
New feature
π‘ Feature Request
LMS for partner certification
Make it possible for vendors to create their certifications for partners, providing basic courses, training materials and quizes

Simon Baradziej over 2 years ago
New feature
π‘ Feature Request
Completed
Integration with Hubspot
Needed so that the users can sync their leads between Partnerplace and Hubspot

Simon Baradziej over 2 years ago
High Priority
π‘ Feature Request
Completed
Integration with Hubspot
Needed so that the users can sync their leads between Partnerplace and Hubspot

Simon Baradziej over 2 years ago
High Priority
π‘ Feature Request
Planned
Adding new leads for partners - list
It would be useful to be able to search for a partner by entering the partner's name, with a minimum version ranking partners alphabetically. Currently, the list displays Partners in the order in which they were added to Partnerplace, finding the right one takes some time.

Damian Kaczmarek almost 2 years ago
π‘ Feature Request
Planned
Adding new leads for partners - list
It would be useful to be able to search for a partner by entering the partner's name, with a minimum version ranking partners alphabetically. Currently, the list displays Partners in the order in which they were added to Partnerplace, finding the right one takes some time.

Damian Kaczmarek almost 2 years ago
π‘ Feature Request
In Progress
Copying the content of the lead form
It would be useful to be able to copy the questions and answers from the lead form filled in by the partner. This would allow the content of the form to be easily copied into an email / Slack / CRM not integrated into Partnerplace.

Damian Kaczmarek about 2 years ago
High Priority
π‘ Feature Request
In Progress
Copying the content of the lead form
It would be useful to be able to copy the questions and answers from the lead form filled in by the partner. This would allow the content of the form to be easily copied into an email / Slack / CRM not integrated into Partnerplace.

Damian Kaczmarek about 2 years ago
High Priority
π‘ Feature Request
In planning
Possibility to change the number of partners visible on one page
It would be useful to be able to change the number of partners visible within a single page to 'Partner list'. Currently it is 10 companies. Levels of 25, 50, 100 would certainly still be useful.

Damian Kaczmarek about 2 years ago
small improvements
π‘ Feature Request
In planning
Possibility to change the number of partners visible on one page
It would be useful to be able to change the number of partners visible within a single page to 'Partner list'. Currently it is 10 companies. Levels of 25, 50, 100 would certainly still be useful.

Damian Kaczmarek about 2 years ago
small improvements
π‘ Feature Request
Completed
Edit commission / Commission variable over time
It would be useful to be able to edit already set partnership levels in terms of % commission. At the moment I do not see this possibility. Furthermore, an interesting option (and even applicable for one of our partners) would be the possibility to set a variable commission depending on the duration of the contract. E.g. an affiliate has a liftime commission from a referred customer, but in the first 6 months of the contract he has a 15% commission and in the remaining months he has a 10% commission.

Damian Kaczmarek about 2 years ago
small improvements
π‘ Feature Request
Completed
Edit commission / Commission variable over time
It would be useful to be able to edit already set partnership levels in terms of % commission. At the moment I do not see this possibility. Furthermore, an interesting option (and even applicable for one of our partners) would be the possibility to set a variable commission depending on the duration of the contract. E.g. an affiliate has a liftime commission from a referred customer, but in the first 6 months of the contract he has a 15% commission and in the remaining months he has a 10% commission.

Damian Kaczmarek about 2 years ago
small improvements
π‘ Feature Request
Permissions for New/Under review partner statuses
For some, If the partner's status is New/Under review, he or she does may not have access to the list of leads/adding new leads (to entire tabs) WHY? Because anyone can register from the public link, but not everyone will be admitted by the Tennant. Some of them may want to sign a contract with the new partner first. It is an option to select by the tennant.

Simon Baradziej over 2 years ago
Low Priority
π‘ Feature Request
Permissions for New/Under review partner statuses
For some, If the partner's status is New/Under review, he or she does may not have access to the list of leads/adding new leads (to entire tabs) WHY? Because anyone can register from the public link, but not everyone will be admitted by the Tennant. Some of them may want to sign a contract with the new partner first. It is an option to select by the tennant.

Simon Baradziej over 2 years ago
Low Priority
π‘ Feature Request
Completed
Permissions on ability to edit lead stages
In some companies it is Tennant who closes the lead, in others it is the Partner. For some people, both sides can do it.

Simon Baradziej over 2 years ago
Low Priority
π‘ Feature Request
Completed
Permissions on ability to edit lead stages
In some companies it is Tennant who closes the lead, in others it is the Partner. For some people, both sides can do it.

Simon Baradziej over 2 years ago
Low Priority
π‘ Feature Request
In planning
Automatic Lead Going Dark stage after X, and removal of Lead after Y if no action taken

Simon Baradziej over 2 years ago
High Priority
π‘ Feature Request
In planning
Automatic Lead Going Dark stage after X, and removal of Lead after Y if no action taken

Simon Baradziej over 2 years ago
High Priority
π‘ Feature Request
Email the Partner Manager/Vendor OR Partner/Partner user on new PRIVATE comment entry in the timeline
Depends who posts it, whether it's for internal use only by partner, or by vendor

Simon Baradziej over 2 years ago
Low Priority
π‘ Feature Request
Email the Partner Manager/Vendor OR Partner/Partner user on new PRIVATE comment entry in the timeline
Depends who posts it, whether it's for internal use only by partner, or by vendor

Simon Baradziej over 2 years ago
Low Priority
π‘ Feature Request