Partner Plan
Duplicate option on partner plan and partner plan templates
We have now introduced the option to duplicate both partner plans and partner plan templates, making creating multiple plans with similar values easier and faster.
Previously, creating multiple plans or templates with almost identical values required repeatedly entering the same information, which could be tedious and time-consuming. With this new feature, users can now duplicate an existing plan or template and make any necessary modifications, saving valuable time and effort.
Duplicate Partner plan template
To duplicate a partner plan template, locate the desired template in the table and click on the three-dot menu located at the end of the row. From there, select the "Duplicate" option to create a new duplicate of the plan.
Duplicate Partner Plan
We're excited to introduce a new feature that makes it incredibly easy to duplicate partner plans. To get started, locate the desired plan in the table and click on the three-dot menu located at the end of the row. From there, select the "Duplicate" option to create a new duplicate of the plan.
Once you've selected the "Duplicate" option, a modal window will open, which will ask for the following values:
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Name of the Plan - Here, you can enter a unique name for the new plan.
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Selection of company the plan is intended for - This allows you to select the specific company for which the new plan is intended.
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Fiscal Year - This allows you to select the fiscal year for the new plan.
Once you've filled in the necessary details, click "Duplicate" to duplicate the partner plan.
Companies Table
The Companies table allows you to search for Companies across the following default fields:
- Company Name
- Website
- Address
- Channel Account Manager (email)
- Account Owner’s Name
In addition to these default fields, you can now search across any custom Text field that is currently displayed in the table.
To search Companies by custom text fields:
- Click Columns to Customize Columns and select the custom Text field to display on the table.
- The screenshot below shows the custom text field 'Account#' displayed
- Enter your search criteria in the Search field
- Search will be performed across the five defaults fields as well as all currently displayed custom Text fields.
Additional Updates
Channel Insights
In Channel Insights, we have updated the actions tab with the count of Total actions instead of Engagement actions. This will give you visibility into the TOTAL number of actions within your portal.