Partner Management

This guide explains how to manage and update existing partnerships in JourneyBee.

Overview

Once you've created partnerships, you'll need to manage them effectively. JourneyBee provides comprehensive tools to track, update, and optimise your partner relationships through a detailed partner management interface.

Accessing Partner Management

1. Navigate to the Partners section in your dashboard

2. Click on any partner from your partners list

3. The partner management sidebar will open, showing detailed information and management options

Partner Management Interface

The partner management interface is organised into several tabs and sections:

Header Section

At the top of the sidebar, you'll see:

• Partner Company Logo: Visual identification of the partner

• Company Name: The partner's company name

• Status Tags: Current stage, category, tier, and assigned users

• Quick Actions:

  • Integration Links: Access to connected services and integrations

  • Portal Access: Direct link to the partner portal

  • Menu Options: Additional actions including archive/delete

Management Tabs

Left Panel Tabs

Details Tab

Manage core partnership information:

Partnership Stage

• Update the current stage of your partnership

• Stages help track the progression of your relationship

• Changes are automatically logged for tracking

Partner Classification

• Tier: Modify the partner's tier level

• Category: Update the partner category

• Tags: Add or remove tags for better organisation

• Country: Update the partner's location

Custom Fields

• Standard Custom Fields: Organisation-specific data fields

• Shared Custom Fields: Fields visible to both companies

• Fields support various data types (text, numbers, dates, selections)

Commissions Tab

Configure commission settings and payouts:

• Set commission rates and structures

• Define payout terms and schedules

• Track commission history and payments

Ideal Customer Profile (ICP) Tab

Define and manage your partner's ideal customers:

Geographic Preferences

• Select countries/regions where the partner operates

• Helps with lead routing and qualification

Industry Preferences

• Choose industries the partner specialises in

• Improves lead matching accuracy

Company Size Range

• Define the size of companies the partner typically works with

• Set minimum and maximum employee counts

Sub-Categories

• Add specific market segments or niches

• Custom labels for precise targeting

Keywords and Phrases

• Relevant terms that describe the partner's expertise

• Used for lead matching and search

Custom ICP Fields

• Add custom label-value pairs for specific criteria

• Flexible fields for unique requirements

Right Panel Tabs

Assigned Users Tab

Manage team member assignments:

Adding Users

• Select team members from the dropdown

• Multiple users can be assigned to manage the partnership

• Users receive notifications about partnership updates

Managing Assignments

• View all currently assigned users with their profile information

• Remove users from the partnership using the "X" button

• Assignments can be changed at any time

Activity Tab

Track partnership interactions and history:

• View recent activities and updates

• Monitor communication history

• Track changes and modifications (Coming Soon)

Key Management Actions

Updating Partnership Information

Stage Management

1. Click on the Details tab

2. Use the Stage dropdown to change the partnership phase

3. Changes are saved automatically and notifications are sent

Tier and Category Updates

1. Select new tiers or categories from the respective dropdowns

2. Updates are reflected immediately across the system

3. Reporting and filtering will use the updated values

Tag Management

1. Click on the Tags dropdown

2. Add multiple tags by selecting them from the list

3. Remove tags by deselecting them

4. Tags help with filtering and organising your partner list

Managing Team Assignments

Adding Team Members

1. Go to the Assigned Users tab

2. Select a user from the Assign User dropdown

3. The user is immediately added and notified

4. They will receive partnership-related notifications and updates

Removing Assignments

1. Find the user in the assigned users list

2. Click the "X" button next to their name

3. They will no longer receive partnership notifications

Configuring Ideal Customer Profile

Setting Up ICP

1. Navigate to the ICP tab

2. Click "Edit" to enter edit mode

3. Configure preferences for:

   • Geographic locations

   • Industry focus areas

   • Company size ranges

   • Keywords and specialisations

   • Custom criteria fields

Saving ICP Changes

1. Complete all desired fields

2. Click "Save" to confirm changes

3. Click "Cancel" to discard changes

4. The ICP helps with automatic lead routing and qualification

Managing Custom Fields

Standard Custom Fields

• Fields specific to your organisation's needs

• Can include text, numbers, dates, dropdowns, and multi-select options

• Changes are saved automatically as you type

Shared Custom Fields

• Fields visible to both your company and the partner

• Enables collaborative data management

• Partner can update these fields from their portal

Integration and Portal Access

Partner Portal

• Click the portal icon to access the partner's dedicated portal

• Use Ctrl/Cmd + Click to open in a new tab

• Partners use this portal to view leads, resources, and collaborate

Integration Links

• Access connected CRM systems, marketing tools, and other integrations

• Quick links to relevant partner data in external systems

• Streamlines workflow between JourneyBee and your other tools

Customising Partner Views

Journeybee allows you to customise which information appears on your partner cards and list views. This helps you focus on the data most relevant to your workflow.

Accessing View Settings

1. Navigate to the Partners page

2. Click the Settings icon (slider icon) in the filter toolbar

3. A panel will open showing customisation options for your current view

Pipeline View Customisation

In Pipeline (Kanban) view, you can customise which fields appear on partner cards:

Standard Fields Available:

• Category - The partner's category classification

• Tier - The partner's tier level (displayed as a colored badge)

• Tags - Applied tags (displayed as colored badges)

• Assigned Users - Team members assigned to this partner

List View Customisation

In List view, you have additional column options:

Standard Fields Available:

• Stage - The partner's pipeline stage

• Category - The partner's category classification

• Tier - The partner's tier level

• Tags - Applied tags

• Distributors - Associated distributor partners (if applicable)

• Assigned Users - Team members assigned to this partner

• Status - Partnership status (Live, Offline, Archived)

Managing Display Fields

To show or hide fields:

1. Open the view settings panel

2. Under Standard Fields, visible fields appear with a drag handle

3. Click the X button next to any field to hide it

4. Click Add Field to reveal hidden fields

5. Select any hidden field to add it back to the view

To reorder fields:

1. Click and drag the grip handle next to any visible field

2. Drop the field in your preferred position

3. Changes save automatically

Adding Custom Fields to Views

If you have configured custom fields for partners, they can also be displayed:

1. Open the view settings panel

2. Scroll to the Custom Fields section

3. Click Add Field to see available custom fields

4. Select a custom field to add it to your view

5. Reorder custom fields using the drag handles

Note: Custom fields are filtered by partner type. The available custom fields will match the partner type you are currently viewing (Referral, Reseller, or Distributor).

View Settings Scope

• Pipeline and List views have independent settings - customising one does not affect the other

• Settings apply per partner type view (Referral, Reseller, Distributor)

• Your customisations are saved to your account

Best Practices

Regular Updates

1. Review Partnership Stages: Update stages as relationships progress

2. Maintain Current Information: Keep contact details and company information up to date

3. Monitor Assignments: Ensure the right team members are managing each partnership

Effective Organisation

1. Use Meaningful Tags: Create a consistent tagging system across partnerships

2. Leverage Tiers and Categories: Use these classifications for reporting and filtering

3. Complete ICP Information: Well-defined ICPs improve lead quality and routing

Team Collaboration

1. Assign Multiple Users: Include all relevant team members for comprehensive management

2. Update Custom Fields: Keep shared information current for partner visibility

3. Monitor Activity: Regular check-ins ensure partnerships remain active and productive

Notifications and Updates

The system automatically sends notifications for:

• Partnership stage changes

• New user assignments

• Important partnership updates

• Commission and payout information

Team members receive notifications based on their assignments and role permissions.

Troubleshooting

Common Issues

Cannot Update Information

• Verify you have appropriate permissions (admin or partnerships role)

• Ensure the partnership is not archived

• Check that required fields are completed

ICP Changes Not Saving

• Ensure all required fields are completed before saving

• Check internet connection during save operations

• Verify you clicked "Save" rather than navigating away

Team Member Assignment Issues

• Confirm the user has an active account

• Verify they have appropriate permissions

• Ensure they're not already assigned (check the assigned users list)

Need Help?

For additional support with partner management, contact your system administrator or JourneyBee support team.