Partners

The Partners page in the Sales module is where you manage partner companies that bring business into your system.

A Partner can be an external company such as a broker, agency, or consulting firm that introduces clients or helps you close deals.

What you see on this page

When you open Sales > Partners, you will see:

Summary boxes (Top section)

At the top of the page, you will see two summary cards:

Total Partner
This shows how many partners are currently saved in the system.
Total Revenue Share
This shows how many partners are linked to revenue sharing.

These boxes help you understand the partner database quickly without opening the list.

Partners List

Below the summary section is the Partners List table.

This table shows all partners stored in the system.

Columns in the table

Each row represents one partner. The columns include:

Partner Name
The name of the partner company.
Total Revenue
Shows the total revenue generated through that partner.
Total Businesses
Shows how many businesses are linked to that partner.
Last Updated
Shows the last time the partner record was updated.
TRB 12m
This shows the partner’s performance metric for the last 12 months (depending on your setup).
Last created business
Shows the most recent business created through that partner.

This table helps you quickly compare which partners are active and which partners are not generating results.

Searching for a Partner

On the right side above the table, there is a Search Partners field.

Use this when:

You have many partners saved
You want to quickly find a specific partner name
You want to confirm if a partner already exists before adding them again

Sorting Partners

Next to the search box, you will see a sorting option:

Sort by Last Updated

This helps you quickly view partners that were recently worked on.

This is useful when tracking recent activity and changes.

In the top-right corner, there is an Actions button.

When you click it, you will see:

Export
Add Partner

Export

Use Export if you want to download the partner list for reporting or auditing.

Add Partner

Use Add Partner to create a new partner profile.

This is how you add a new broker, agency, or external lead source into the system.

Adding a Partner

To add a new partner:

Go to Sales > Partners
Click Actions
Click Add Partner
Enter the partner details
Save the record

Once the partner is created, you will see it appear inside the Partners List table.

When should you use this page?

You should use Sales > Partners