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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
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.)
LMS for partner certification
Make it possible for vendors to create their certifications for partners, providing basic courses, training materials and quizes
Integration with Hubspot
Needed so that the users can sync their leads between Partnerplace and Hubspot
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.
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.
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.
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.
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.
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.
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