Changelog

New Features

• Assign admin as Partner Manager: Added a button to assign the Main Vendor Admin as a Partner Manager in the General Settings tab.

• Pagination: Added pagination in both partner and lead list views.

• Language selection: Added translations for Polish and English throughout the application.

• New changes filter: Introduced a new changes filter that appears if a partner edits their own information. The filter will disappear either 7 days after the change or when the vendor clicks on the new changes notification.

Bug Fixes

• Timeline issues: Fixed minor issues with the timeline, including improper logo display when a lead is added from the public directory module.

• Deleted Partner Managers: Resolved the issue where deleted partner managers still appeared in the partner's details.

Enhancements

• Partner Manager information: Displayed partner manager information in the sidebar for each account type.

• Backend calculations: Implemented backend calculations for dynamic values in tables, such as won revenue and estimated lead value, to improve app performance.

For support or inquiries, please contact Partnerplace support at support@partnerplace.io.

New Features:

• Added an option to join a vendor as a partner through a public directory module, allowing users to join from outside the portal.

• Display the total number of partners and the partner limit in the partner list view for tenants.

• Added an alert for partners who do not have an active status.

Bug Fixes:

• Fixed minor issues with the timeline: Including improper logo display.

• Resolved minor issues when editing a tenant in the admin panel: Changing slugs, removing incorrect alert messages, and resetting inputs.

Enhancements:

• Added links to legal pages: Currently available only in Polish.

• Included stage and status information in lead details: For all account types.

• Secured password reset process: Ensuring security when someone without an account attempts to reset their password.

Known Issues:

• Responsiveness on smaller desktop screens: Optimization for screens from 1024-1280 px is still in progress. Use browser zoom functions (ctrl/cmd + “-”) as a temporary measure. This issue should be resolved within the next weeks.

• Soft delete of Partner Manager: Still fixing the issue where a soft-deleted partner manager does not disappear from the partner details. This will also be included in the next release.

We are excited to announce the launch of Partnerplace, a Partner Relationship Management (PRM) platform designed to enhance collaboration between vendors and their business partners. This initial release includes a suite of fundamental features to streamline partner and lead management with flexibility to make the platform feel like your own!

Vendors - Key Features

Partner and lead management

• Partner list: View and manage a database of business partners with filters for country, city, partner manager, and status.

  

• Lead list: Track potential business opportunities, manage lead details, and follow up effectively.

  

Invitation system

• Invite partners: Easily invite new partners by entering their name and email.

Commission management

• Commission Types: Create and manage various commission structures, including one-time fees and recurring commissions. Assign commissions at the partner tier, partner, or lead level.

  

Customizable admin panel

• General settings: Configure system currency, update company details, and manage the main administrator's credentials.

• Partner types and tiers: Define partner categories, assign tiers (e.g., Gold, Silver, Bronze), and configure commission structures for partners.

• Lead forms: Create custom lead forms or use the default CHAMP (Challenges, Authority, Money, Priority) framework.

• Branding: Customize your company logo, color schemes, and fonts to align the portal with your brand identity.

Public directory

• Showcase your partners: Easily attract new partners and showcase your current partners via a public URL. Select which partners you wish to showcase publicly and which you would rather keep yo yourself.

  

Partners - Key features

Dashboard

• Quick access: Get a summary of ongoing activities, recent leads, and performance metrics on your dashboard.

  

Lead management

• Create and manage leads: Add new leads, update lead information, and track the status and potential value of each lead.

  

• Switch Between Vendors: Manage relationships with multiple vendors seamlessly.

User Management

• Add users: Invite team members to join your partner profile, with options to define roles and permissions for better collaboration.

Known Issues

• Responsiveness on smaller desktop screens: we are still working on optimization of responsiveness for smaller desktop screens (from 1024-1280 px), if your screen is this size, you may not get the best user experience yet. We advise to use zoom functions in your browser (ctrl/cmd + “-”) as a temporary measure, this issue should be resolved within the next weeks.

• For detailed list of issues and features we are working on, visit our roadmap.

For support or inquiries, please contact Partnerplace support at support@partnerplace.io