ALL-IN -CRM has Partner functionality. If you have some other company or person who helps you to provide business you can add it in your CRM and monitoring customers who come from your Partners.
The partner can be wholesalers, vendors, suppliers, and others.
Each Partner can have own login credential and can control the status of own customers.
The partner can add new customers from their own CRM account manually or import bulk customers.

    • CRM employees can import new customers to CRM using Partner Name. In this case, all new customers will be assigned to this partner.
    • Partner¬† can be assigned to customers automatically by Partner work area (Country, state, ZIP, radius interest)
    • Managers with special roles can assign partners manually to customers.

 

Partner Account

 


Import Customer Data from External Source