Partner Qualification

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    Qualify your partners with partner profile


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    Price includes: Module - Maintenance - Migration
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    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

    Go to Settings app, Users & Companies, Users. 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.








    4

    When click Set Qualified in step 3, it will show the wizard and we also can fill the information why this partner is qualified, then click Set Qualified.




    5

    If a partner who is company is set qualified, the individual partners on that company are also automatically qualified.






    SET UNQUALIFIED

    1

    Open a company partner. Click Set Unqualified.









    2

    The contact person of unqualified company is also unqualified.