Release: Field Mapping & More

Updated March 22, 2023
Published in Deal Registration, Lead Distribution, Our PRM Product, Partner Recruiting, Partner Relationship Management System, PRM (Partner Relationship Management), Release Notes

The next release of our PRM software will be going live Wednesday, December 4th. View the release notes video or read the details below.

Improved Custom Field Mapping

We’ve added custom field mapping to our PRM solution’s Salesforce Lead Distribution and Deal Registration integration. You can now easily map Salesforce fields to Channeltivity fields and vice-versa.

Other Improvements

  • Business Plan: Specify whether business plan comments & attachments are visible to partners.
  • The Data API now supports creating partner recruits, which means you can create your own “Become a Partner” form anywhere.
  • Custom Field Editor: Specify the sort order of data in nested tables
  • Custom Field Editor: Add fields to sections directly.
  • Export or print the data from custom nested tables.
  • 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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