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Partners CRM ​

Manage your partner recruitment pipeline — track partner prospects and registered partners through a shared Kanban, List, and Calendar workspace.

What You Can Do ​

  • View registered partners and partner prospects in a shared pipeline
  • Switch between Kanban, List, and Calendar views of the same data
  • Create new partner prospects to begin recruiting potential partners
  • Log follow-up notes with action types (call, WhatsApp, email, meeting, SMS) and optional scheduled dates
  • Move partners and prospects through pipeline stages using the Kanban board
  • View total referral revenue per pipeline column at a glance
  • Edit partner details (website URL, partner type, origin, rating, social network)
  • Manage extra contacts associated with a partner or prospect
  • Send emails directly from the side panel using the Mail tab
  • Set reminders (tasks) linked to any partner or prospect
  • Assign an administrator to a registered partner
  • Navigate directly to a partner's clients, commissions, and retained commissions

Getting There ​

In the main navigation, go to Partners → CRM.

The module is marked Beta in the header. It opens on the Kanban view by default.

Common Tasks ​

Adding a Partner Prospect ​

Use this when you want to start tracking a potential new partner before they register on the platform.

  1. Click the + Create button in the top-right corner.
  2. Fill in the required fields:
    • Name — contact person's name
    • Company — organization name
    • Email — primary email address
    • Phone — phone number with country code
    • Locale — country
  3. Click Save.

The new prospect appears in the first pipeline column of the Kanban view. It shows a New badge to distinguish it from registered partners.

Logging a Follow-up Note ​

Use this to record a contact attempt, move a prospect to a new pipeline stage, or schedule a future activity.

  1. Click any card (Kanban), row (List), or event (Calendar) to open the side panel.
  2. Make sure the Follow-up tab is active (it is by default).
  3. In the note form:
    • Status — select the pipeline stage this interaction corresponds to (optional; leave blank to keep the current stage)
    • Action — choose the contact type: call, WhatsApp, email, meeting, SMS, or other
    • Note — write what happened or what was agreed
    • Schedule — optionally set a date for the next follow-up
  4. Click Save.

The note appears at the top of the timeline in the center column. If you changed the status, the pipeline badge in the header updates immediately.

Moving a Card in the Kanban ​

Use drag-and-drop to promote or demote a partner/prospect through pipeline stages.

  1. In the Kanban view, click and hold the card you want to move.
  2. Drag it to the destination column and release.
  3. The side panel opens automatically with the target stage pre-selected in the note form.
  4. Write a note describing why you are making this change (required to confirm the move).
  5. Click Save.

The card moves to the new column only after the note is saved. This ensures every stage change has an audit trail.

Viewing and Filtering the Calendar ​

Use the Calendar to see all scheduled follow-up activities for partners and prospects.

  1. Click the Calendar icon in the view switcher.
  2. Use the filters at the top to narrow down what you see:
    • Activity filter — overdue, upcoming, today, or this month
    • Type — partner (registered) or prospect (not yet registered)
    • Pipeline column — restrict to a specific stage
    • Locale — filter by country
  3. Click any event to open the side panel for that partner or prospect.

Editing Partner Details ​

Use this to record or update a partner's profile information (website, type, origin, rating, social network).

  1. Open the side panel for a registered partner or partner prospect.
  2. Click the Details tab.
  3. Edit any of the following fields:
    • URL — partner's website or landing page
    • Type — partner category (e.g., agency, reseller)
    • Origin — how the partner was acquired
    • Rating — internal quality rating from 1 to 5
    • Locale — country
    • Social network — social media handle or link
  4. Click Save.

Adding a Contact ​

Use this to record additional contacts at a partner's organization beyond the primary contact.

  1. Open the side panel for the partner or prospect.
  2. Click the Contacts tab.
  3. Click + Add contact.
  4. Fill in name, email, phone (with country code), and position.
  5. Click Save.

Setting a Reminder ​

Use this to create a task linked to a partner or prospect so it appears in your task list.

  1. Open the side panel for the partner or prospect.
  2. Click Add Reminder (bell icon on the left column).
  3. Fill in the reminder details in the inline form that appears.
  4. Click Create task.

The reminder is linked to this partner/prospect and will appear in your Tasks module.

Assigning an Administrator ​

Use this to assign an internal administrator to a registered partner (available in the List view only).

  1. Switch to the List view.
  2. Find the registered partner row.
  3. Open the row action menu (three dots or action icon on the right).
  4. Click Assign administrator.
  5. Select the administrator from the dropdown.
  6. Click Save.

This action requires the update-partner permission. If you do not see it, contact your system administrator.

Frequently Asked Questions ​

What is the difference between the Partners list and the Partners CRM? ​

The Partners list (/partners) is an operational table that shows all registered partners with their account status, commissions, clients, and payment information. It is used for day-to-day account management.

The Partners CRM (/partners/crm) is a sales pipeline. It includes both registered partners and partner prospects (leads being recruited), organized into pipeline stages. It is used to track recruitment progress and manage follow-up activities.

What do the "Platform" and "New" badges mean? ​

  • Platform — the entity is a registered partner who already has an account on the platform. Their row comes from the partners table.
  • New — the entity is a partner prospect who has not registered yet. Their row comes from the prospects database (prospection_users type 3).

Both appear in the same Kanban, List, and Calendar views.

Why can't I import prospects from a CSV? ​

The Partners CRM does not have a bulk CSV import feature. Partner prospects are recruited individually through personal outreach, so bulk import was not prioritized for this module. If you need to onboard many prospects at once, contact the development team.

How are the revenue KPIs calculated? ​

The number shown above each Kanban column is the total referral revenue in USD generated by all registered partners currently in that pipeline stage. It sums approved referral payments from the partner_payments and partner_payments_details tables for the partners currently in that column.

Partner prospects (New badge) do not contribute to revenue KPIs because they are not yet on the platform.

Why does dragging a card not move it immediately? ​

Dragging a card to a new column always requires you to submit a follow-up note to confirm the stage change. This is by design — it ensures there is always a record of why a partner moved to a new stage, making the pipeline history fully auditable.

Can I send an email directly from the side panel? ​

Yes. Open the side panel for any partner or prospect and click the Mail tab. This uses the platform's built-in mailing module and sends emails using the partners or partner_prospects template respectively.

How do I navigate to a partner's detail, clients, or commissions from the CRM? ​

  • Clients: In the side panel, click the partner's ID number (shown as a link #42). It opens /partners/{id}/clients in a new tab.
  • Commissions: In the List view, open the row action menu and select "View commissions".
  • Retained commissions: In the List view, open the row action menu and select "View retained commissions".

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