Difference between revisions of "Partnership management Module"
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There is no need of installing this module, as it is already included within Tactic services. | There is no need of installing this module, as it is already included within Tactic services. | ||
= Setup = | = Setup = | ||
For using this module | For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way. | ||
= Creating a new partnership = | = Creating a new partnership = | ||
For creating a new partnership, the users need to follow the following steps. | For creating a new partnership, the users need to follow the following steps. | ||
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* Click on '''create''' | * Click on '''create''' | ||
After you click on create, the new partnership will be created. By the default rule, the partnership will be created in draft status. You can approve it by clicking on the option, '''“approve”''' and terminate it by clicking on the option '''“terminate”'''. | |||
[[File:Partnership_management_1.PNG|center|link=]] | |||
After you click on create, the new partnership will be created. By the default rule, the partnership will be created in draft status. At first, you need to validate it by clicking on '''"validate"''' and then You can approve it by clicking on the option, '''“approve”''' and terminate it by clicking on the option '''“terminate”'''. | |||
[[File:Partnership_management_2.PNG|center|link=]] | |||
[[File:Partnership_management_3.PNG|center|link=]] | |||
[[File:Partnership_management_4.PNG|center|link=]] | |||
You can also add objects to the partnerships and link events to make it easier to find any important occurrence related to the event. There are options for linking files and adding notes to the partnerships as well. | You can also add objects to the partnerships and link events to make it easier to find any important occurrence related to the event. There are options for linking files and adding notes to the partnerships as well. | ||
If you want to carry on a partnership with the public for your company’s interest, then you can achieve that by creating a public self-registration form. | If you want to carry on a partnership with the public for your company’s interest, then you can achieve that by creating a public self-registration form. | ||
Tactic now offers and easier way of keeping a track of your third-party partnerships. You can see all the available partnerships under your third-party card very easily. All you need to do is to open your third-party by going to home -> third-party -> list -> choose the third-party -> click on the partnership tab. You can see all the partnerships associated with that particular third-party under this tab. | |||
[[File:Partnership-tab-1.PNG|center|link=]] | |||
[[File:Partnership-tab-2.PNG|center|link=]] | |||
= Deleting a partnership = | = Deleting a partnership = | ||
For deleting a partnership, you need to open the partnership card from the '''“list”''' option and then click on the '''“delete”''' option. Any record of the partnership will be deleted with this action. | For deleting a partnership, you need to open the partnership card from the '''“list”''' option and then click on the '''“delete”''' option. Any record of the partnership will be deleted with this action. | ||
[[File:Partnership_management_5.PNG|center|link=]] | |||
Latest revision as of 09:07, 28 October 2024
Introduction
A company can have several partnerships, with its customers, vendors, prospects and many more. Managing these partnerships are now easy with the help of Tactic’s partnership management module. You can easily create and manage several partnership within the same interface without having to put much of your manual effort.
Installation
There is no need of installing this module, as it is already included within Tactic services.
Setup
For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.
Creating a new partnership
For creating a new partnership, the users need to follow the following steps.
- At first, you need to go to the third-party module by choosing the “third-party” menu from the main menu bar.
- The partnership sub menu should be visible in the sub menu bar.
- Click on “new partnership” option.
- Fill all the important criteria
- Click on create
After you click on create, the new partnership will be created. By the default rule, the partnership will be created in draft status. At first, you need to validate it by clicking on "validate" and then You can approve it by clicking on the option, “approve” and terminate it by clicking on the option “terminate”.
You can also add objects to the partnerships and link events to make it easier to find any important occurrence related to the event. There are options for linking files and adding notes to the partnerships as well.
If you want to carry on a partnership with the public for your company’s interest, then you can achieve that by creating a public self-registration form.
Tactic now offers and easier way of keeping a track of your third-party partnerships. You can see all the available partnerships under your third-party card very easily. All you need to do is to open your third-party by going to home -> third-party -> list -> choose the third-party -> click on the partnership tab. You can see all the partnerships associated with that particular third-party under this tab.
Deleting a partnership
For deleting a partnership, you need to open the partnership card from the “list” option and then click on the “delete” option. Any record of the partnership will be deleted with this action.
