Partners Profile Management — Product Tour

Full walkthrough

1. Partners Profile Management is the central hub for every partner account and contact record in the portal, reached from Onboard → Partners. The left sidebar splits into two sub-sections: Partner Accounts for company-level data, and Partner Contacts for individual-level data. This is View Partner Accounts.
2. Each row shows Account Name, Partner ID, Website, Main Phone, Assigned To, Master Account and License Status.
3. Export, Delete, Search, Clear Search, Saved Searches and Create View manage the list — and Page Size lets you show 10, 25, 50 or 100 records at a time.
4. Search opens a popup for precise queries. Press Next and we'll open it.
5. Query by Account Name, Account Status, Annual Revenue (M$), AssignedTo, City or Country, each with its own operator and search text. Saved Searches lets teams store and reuse common queries, with Edit and Delete per saved search.
6. Export opens the Export Columns List popup. Press Next and we'll open it.
7. Choose an Export File Type — CSV or XLSX — an Export Type of Selected Records or All, and a Records Range up to 1,000 per export. Export Fields covers a rich set, including Partner Logo, which exports as a ZIP file. Export Data runs it.
8. Click an account name to open its full profile. Press Next and we'll open it.
9. This is the View Partner Account Details page. The action bar carries Edit, Delete, Clone, Assign To and Partner Account Locator.
10. Partnership Information holds about two dozen fields: Type — Agent or Master Agent — Account Status, Partner ID, MDF Allowed, Deal Registration Allowed, Partner Tier, Partner Logo, Territory Focus, Specialization, Core Competencies, Lead Distribution Ranking, and more.
11. Company Information goes deeper — around 40 fields covering everything from Year Founded and headcount by department to Annual Revenue, Discount Margin, Commission Rate, and the split of product versus services revenue.
12. The Partner Locator Overview Page section is where you publish the public-facing company description partners and prospects see through the partner locator.
13. Partner Contacts lists every contact tied to this account — Name, Title, Account Name and Email — with pen and trash icons to edit or remove, and an Add button to associate a new one.
14. Partner Type tracks the categories assigned to this partner. Add opens a picker. Press Next and we'll open it.
15. The preset categories are National or Regional Value Added Reseller or System Integrator, Managed Service Provider, Distributor, and Global System Integrator.
16. Solutions Offered tracks what this partner delivers, added the same way through a Solution Offered Name popup.
17. Edit — or the pencil icon back on the grid — opens the Add/Edit a Partner Account form. Press Next and we'll open it.
18. The form mirrors the detail view exactly — Partnership Information, Company Information and Partner Locator Overview Page — with every field editable. Save commits the changes; Cancel discards them.
19. Save returns you to View Partner Accounts, where the record can be reopened to add Partner Contacts, Partner Types and Solutions Offered. Press Next and we'll save it.
20. Changing Account Status from Active to Inactive locks portal access for every user tied to this account — it doesn't delete the account, its contacts, or its users, it simply blocks login.
21. Partner Logo uploads the partner's brand identity — Browse, pick a PNG, and Open. Once uploaded it shows in this field and in the portal's title bar whenever that partner's users log in.
22. Partner Contacts — Onboard → Partners → Partner Contacts — is the individual-level counterpart to Partner Accounts. Each row shows Account Name, Name, Title, Direct Phone, Email and Assigned User ID.
23. The toolbar carries Add, Delete, Send Email, Export, Import, Create View, Search, Clear Search and Saved Filters — with Page Size controlling how many records show at once.
24. Search opens a popup with its own field set. Press Next and we'll open it.
25. Query by Account Name, Contact Status, Country, Email, First Name, Last Name, Name, Score or Title — Save preserves the query as a named search.
26. Add opens the Add a Partner Contact form. Press Next and we'll open it.
27. The form captures First Name, Last Name, Email, Title, Contact Type, User Type, Direct Phone, Mobile Phone, Contact Source, Score and the full address details.
28. Save creates the contact and opens its record — from there you can add Notes, Tasks, Campaign History and a User Record. Press Next and we'll save it.
29. This is View a Partner Contact. The action bar carries Edit, Delete, Clone, Send Email and Assign To.
30. Partner Contact Information covers First Name, Last Name, Email, Title, Department, Other Email, Direct Phone, Mobile, Contact Source, Contact Type, Fax, Score, User Type and Country Code.
31. Account Information links back to the parent account, and Address Information plus Alternate Address Information cover both physical locations in full.
32. Tasks and Campaign History track this contact's follow-up work and every campaign they've been part of.
33. Contacts Assignment History and User Record round out the operational picture — who this contact is assigned to, and their portal login record.
34. Assign To supports both Assign To A User and Assign To Group, with Read Only or Read/Write access level control. Press Next and we'll open it.
35. That completes Partners Profile Management: browsing, searching and exporting Partner Accounts, the full partnership and company profile with Partner Type and Solutions Offered, the Add/Edit workflow with account deactivation and logo management, and Partner Contacts end to end with Assign To.

Questions about this tour

How does partner profile management work in ZINFI?

Partner Accounts is the central hub for partner records: browsing, searching and exporting accounts, maintaining the partnership and company profile with Partner Type and Solutions Offered, and adding, editing or deactivating an account.

How are partner contacts managed?

Partner Contacts holds the individual people at each partner account, each with a full record and an Assign To control, so ownership of the relationship is explicit.

What does Solutions Offered describe on a partner profile?

Solutions Offered records the products and practice areas a partner sells and supports, which is what makes targeted recruitment, program eligibility and partner discovery possible.

How long does the ZINFI Partners Profile Management tour take?

About 12 minutes at a normal pace — 35 guided steps through the Partners Profile 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 Partners Profile 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.