Admin Partner Management — Product Tour

Full walkthrough

1. Onboard → Partners → Partner Prospects is the starting point for every new partner relationship. It lists every prospective partner representative your channel team is recruiting or evaluating.
2. Each row shows Company Name, Name (a link to the full record), Title, Phone, Email and Assigned To, and the pencil icon edits key fields without opening the record. Together they give the channel team an at-a-glance view of every prospective partner in motion.
3. Add opens a form to enter a new prospect by hand. Send Email, Delete, Export, Import and Create View act on the list — Import loads prospects in bulk from a file.
4. Search Partner Prospects finds records by company, name or email as you type.
5. Advanced Filter builds multi-row conditions from a Fields dropdown — Business Model, City, Country and more — an Operator and a Value. Press Next and we'll open it.
6. Add as many condition rows as you need, then name the configuration and save it for reuse. Create View on the list toolbar defines your own column layout for the list.
7. Rows per page, under the table, shows 10, 25, 50 or 100 records per page.
8. Add/Edit a Partner Prospect is where a new prospect record is created, whether it comes from the self-service Sign Up page or is entered by the channel team.
9. Partner Information captures Email, Title, First Name, Last Name, Phone, Fax, Mobile, Lead Source, Prospect Status and Country Code.
10. Company Information captures Company Name, Website, Annual Revenue and Industry Type.
11. Address Information records where the partner's business is based.
12. Once submitted, the record appears in View Partner Prospects automatically, ready for the channel team to review. Press Next and we'll submit it.
13. This is the self-registered record, showing Partner, Company, Competitor, Address, Corporate Address and Additional Information, followed by Campaign History, Task(s), Note(s) and Prospect Assignment History.
14. The action toolbar holds Edit, Delete, Clone, Send Email, Convert Prospect, Assign To and Reject.
15. Assign To opens a popup where the admin picks a user with Read Only or Read/Write access, or assigns the prospect to a group.
16. Reject asks for a Reason for Rejection before it saves, so every declined prospect has a recorded reason.
17. The Task(s) list tracks follow-ups with Task Name, Start Date, Due Date and Status. Add creates a new task.
18. The Note(s) list keeps the recruitment conversation on the record. Prospect Assignment History below shows who assigned the prospect and to whom.
19. Convert Prospect is the key action on this page. Press Next and we'll open the conversion form.
20. The conversion form is pre-filled with First Name, Last Name, Email and Title from the prospect record, and they're read-only.
21. In Account Information, turn on New Account to create a company record, or use Select and Clear to link an Existing Account.
22. Save completes the conversion. Press Next and we'll save it.
23. Onboard → Partners → Partner Accounts. Partner Prospects are recruits; Partner Accounts are the company records of partners actively doing business with you.
24. Each row shows Account Name (a link), Partner ID, Website, Main Phone, Assigned To, Master Account and License Status.
25. Export opens the Export Columns List. Press Next and we'll open it.
26. Pick CSV or XLSX, Selected Records or All, a Records Range up to 1,000 and the Export Fields you want. Partner Logo exports as a ZIP alongside the file, and export setups can be saved by Configuration Name.
27. Partnership Information covers Account Name, License Status, Partner ID, Partner Tier, MDF Allowed, MDF Quarterly Budget, Deal Registration Allowed, Lead Distribution Ranking, Region, Master Account, Partner Logo, Partner Logo URL with a copy icon, Latitude and Longitude.
28. Collapsible sub-panels cover Partner Type, Partner Contacts, Users, Branch Office, Contracts, Solutions Offered and Signee, each with its own View All, Add or Download Attachments controls.
29. Submit for Approval starts the Partner Account Approval Workflow.
30. Assign To also moves the account's Contacts and User records to the newly assigned user's list.
31. Partner Account Locator opens a map plotting the partner's location. Press Next and we'll open it.
32. A Master Account with no children shows a single pin; with linked child accounts, every child location is pinned at once. Field sales and regional channel managers use it to see territory coverage.
33. Scorecard, on the same toolbar, opens a summary of this partner's scores across each performance area.
34. Onboard → Partners → Partner Types holds the names used to segment partners — MSPs, ISVs, Technology Partners, Consultants and Channel Aggregators.
35. Each row shows the Partner Type Name with a pencil icon for quick edits. Partner Types attach to Partner Account and Contact records for filtering, campaign workflows and reporting.
36. Add opens the Add/Edit a Partner Type page. Press Next and we'll open it.
37. It has a single required field, Partner Type Name, with Save and Cancel above and below the form.
38. The search box, Filter and Saved Filters help the admin find a type quickly as the list grows.
39. Onboard → Partners → Channel Scorecard is a Business Intelligence dashboard showing partner marketing activity, pipeline contribution and performance trends.
40. Performance by Region splits results across APJ, EMEA, LATAM and NORAM, with a label showing each region's percentage and dollar amount.
41. Performance by Partner Type is a bar graph you can switch between Prospects Engaged, Contacts Engaged, Campaigns Executed, Opportunity Pipeline, Deal Reg Pending, Deal Reg Approved and MDF Approved.
42. Performance by Onboarding & Training can be filtered by Onboarding Programs, Learning Courses or Learning Certifications.
43. Performance Ranking by Partner lists Partner Name, Channel Percentage and every activity metric side by side.
44. Generate Profile builds a Top Performers Profile from the top five partners. Press Next and we'll open it.
45. Donut charts break the top performers down By Region, By Partner Type, By Employee Size, By Specialization and By Certification Type. Submitting finds similar partners who aren't performing yet, which you can save as a Saved Profile Grouping.
46. Onboard → Partners → Badges holds the graphics awarded to partners for certifications, training, tier status or regional achievements — such as the Gold Partner Badge, Platinum Partner Badge, Training Partner Badge and Premier Business Partner.
47. Add opens the Add/Edit a Badge page. Press Next and we'll open it.
48. Set the Badge Name, Partner Tier, Region, Expiry Date, Status and a Badge Description of up to 200 characters, then add the Badge Template image with Drag Here or Upload.
49. A scheduler runs every five minutes to update the partner tier and region mapping, so eligible partners see the right badges without a manual push. That completes Admin Partner Management: the Prospects pipeline, self-registration, assignment, rejection and conversion, Partner Accounts with export and the Locator, Partner Types, the Channel Scorecard and Badges.

Questions about this tour

What does the ZINFI Admin Partner Management product tour cover?

The Admin Partner Management tour walks through the module screen by screen in 49 guided steps. Admin-side walkthrough of the partner recruitment-to-account lifecycle — the Partner Prospects pipeline with search, filters and bulk import, the partner self-registration flow, prospect assignment/rejection/conversion, Partner Accounts with export and the map-based Partner Account Locator, Partner Types segmentation, the Channel Scorecard performance dashboard, and Badges.

Which platform and pillar does Admin Partner Management belong to?

Admin Partner Management is part of the ZINFI Unified Partner Management (UPM) platform, under the Onboard pillar.

How long does the ZINFI Admin Partner Management tour take?

About 16 minutes at a normal pace — 49 guided steps through the Admin Partner Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Onboard pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Partner Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.