Partner Qualification
Qualify your partners with partner profile
Partner Qualification
Qualify your partners with partner profile
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.
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.
