Release: Partner Profiles & More

Updated March 22, 2023
Published in Our PRM Product, Release Notes

Our next release will be going live this Monday, February 4th. Here are the key improvements:

User and Organization Profiles

Partner Organization Profile
We’ve completely updated the User Settings area. Users can now view their Organization information along with a list of all their coworkers in the system. If you have the Partner Module enabled, partners will also be able to update their partner profile, request additional accounts and disable old Users.

Ability to Delete Users

Delete Users and assign their data to someone else
We’ve re-implemented the functionality to delete Users and added the ability to re-assign Leads, Deals, MDF Requests etc. to someone else.

Partners can view all Leads within their Organization

Allow Partners to view all Leads within their Organization
There’s a new partner access level to the Pipeline Leads Module that allows Users to view all assigned Leads within their Organization, instead of only their own.

Other Improvements

  • Email notifications of new Forum posts
  • Partner and Organization reports now include the Primary Contact column
  • Many tweaks and bugfixes

As always, there’s nothing that’s needed from you – all customers on the current cloud version will be automatically upgraded.


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