Partner Qualification

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Qualify your partners with partner profile

US$ 25.00 25.0 USD US$ 25.00 VAT Excluded

US$ 25.00 VAT Excluded

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    Partner Qualification

    Qualify your partners with partner profile

    US$ 25.00 25.0 USD US$ 25.00 VAT Excluded

    US$ 25.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO BEHAVIOR

      A partner (company or individual) has the same right whatever if it's a just a prospect with a phone number or a partner with customer/supplier orders.

      CLUEDOO BEHAVIOR

      By putting a qualification process on the partner object, partner object will combine an unqualified partner database with limited quality of inputs and a more limited qualified partner database with high quality information.

      MODULE +

      This qualification give the possibility to use unqualified partner for marketing and sales purpose (no need to have the bank account to send a newsletter) and to ensure a full partner information as soon as you have contractual relationship with this partner (order, invoice, payment). It avoids conflict between the sales department, pushing for a lot of partner in their database, and finance department, pushing for partner with full information in the partner database.

      CLUEDOO RECOMMENDATION

      We recommend to launch the module in phase 2 of integration. It's a big improvement, but quite time consuming to make a full audit of the partner database at the same time than the initial GoLive.

      OUR FEATURES AS SOLUTION

      Qualify your partner with partner profile

      Partner from Leads/Opportunity
       
      Complete the
      Partner Profile
       
      Qualified
       
      Make transaction with Qualified Partner

      HOW TO USE THIS MODULE ?

      SET QUALIFIED

      1

      On Users setting. Give user Mitchell Admin access to Contact Qualificator.




      2

      On Contacts kanban view, we have Set Qualified and Set Unqualified button





      3

      Now try to qualify the company partner. On form view, it also has button to qualify the partner.