PromoteContacts
Track partner companies
Keep brands, venues, festivals and sponsors in one board, with their people, deals and history.
Partnerships is where an organisation keeps the companies it works with: brands, agencies, venues, festivals, media and sponsors.
Organisation owners and admins add and edit partners. Other members can view everything.
Add a partner
- Open Partnerships in your organisation's sidebar, under Deals.
- Click Add partner.
- Fill in the name, company type, status (prospect, contacted, negotiating, active, paused or ended) and tier. Add a website, next step, dates and notes if you like.
Work the board
- Partners sit in one column per status. Drag a card to move it.
- Partners whose next step is due today or overdue are pinned above the board.
- Switch to the list view to see everything at once, and search by partner, contact or next step.
Keep track of the relationship
- People: add the people you work with there. Pick from your contacts so their emails and notes stay in one place, and mark one as the main contact.
- History: log notes, calls and meetings, and set follow-ups, just like on a contact.
- Deals: add deals with a stage, a value and an expected close date. The list totals your open deals.
- Benefits: list what the partner offers, like member discounts.
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