How do I track the partners that I'm working with on my Deals and Projects?

Note: The Partners Section is available in the Gold and Platinum Plans. 

You can you track who you're working with by linking partners to your Deals and Projects.

These are typically people outside your organization that you work with on multiple Projects or Deals at the same time. 

To avoid partner related activity showing in the incorrect Project or Deal timeline, activity with people included in the Partners section will not be logged in the Project or Deal Timeline.

Adding a Partner to Project or Deal

  1. To add a partner scroll down below the Clients or Customers section to a section called Partners.
  2. Tap on add to link a partner to your Deal or Project. Type the person's name and then tap on Save.

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