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.