Partners and Deal Registration
Run a reseller or referral programme with tiers, commission and protected deal registrations.
CRM → Partners runs a reseller or referral programme.
Partners
Each partner has:
- a tier — Registered, Silver, Gold or Platinum,
- a commission rate,
- a protection period — how long an approved registration is theirs, from 7 to 730 days (90 by default),
- a status of active or suspended.
The registration link
Send each partner their private registration link. They do not need a Plenix account. On the page they register a prospect (company, website, contact and estimated value) and see the status of everything they have registered. Turning the link off stops it working straight away; issue a new one if needed.
Reviewing a registration
Each new registration is checked for clashes with an existing customer, an open deal or another partner's registration, and the clash is shown to you. Approve to create the company if it does not exist yet and open a deal credited to the partner, protected for their protection period. Reject to decline it. Registrations nobody answers expire after 30 days.
Approved partner deals show the partner and the protection date on the company's 360 tab.
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