UX Update
Prospect Pages
Allbound Prospect Pages have been given a fresh, clean UX update to be consistent with the rest of the portal and evoke a more modern experience. Here are some of the highlights:
- Left-hand profile bar has been updated to the new, lighter color scheme which allows Email links to be more clearly seen
- Book Meeting link has been updated to a primary button to focus attention on the main call-to-action
- Prospect Page buttons have been updated to be consistent with the rest of the portal and to ease readability
- Email Link button has been renamed to "Share" and highlighted as a primary call-to-action button.
Partner Plan
Partner Plan Admin
We have added a new permission of Partner Plan in the user edit screen.
A system admin or a User Groups and Companies admin can update the permission of a user to be a partner plan admin by selecting the Partner Plan checkbox from the list of permissions.
A system admin has all the capabilities of a partner plan admin.
A Partner Plan admin has the following capabilities:
- Create/Edit a partner plan template.
- Create/Edit a partner plan.
- Create a revenue goal.
- Update the names of the sections in the partner plan.
- Manage partner plans for all companies.
Partner Plan visibility to CAMs.
A CAM is a user in the vendor company that has an owner role in the partner companies.
A CAM would have access to partner plans of the companies they are owners of.
These are the capabilities of a CAM for a partner plan.
- Create/Edit a partner plan template.
- Create/Edit a partner plan for a company the user is an owner of.
- Able to mark complete manual goals in partner plans for a company the user is an owner of.
- View the progress of all partner plans for companies the user owns.