Work a Partner Record

Everything you know about one partner lives on a single page: the deals in flight, what each side owes the other, the contracts, the shared events, and the onboarding still to finish.

Overview

The partner record is the page you open when you click a partner’s name. It has three parts that stay put no matter which partner you’re looking at:

• a banner across the top with the partner’s identity, status, and the quick actions you’d take on them,
• a Sections rail down the left that swaps the main column between eleven sections — it needs a wide window, and is hidden below roughly 1280px,
• a sidebar on the right holding the fields you edit and the relationship context you read.

Open a Partner Record

1. Go to Fours Console, then Partners.
2. On the All Partners tab, click the partner’s name.
3. The record opens on Overview. Selecting a section in the rail swaps the main column — it does not scroll the page.

Links from elsewhere in Fours (a journey row, a task, a Slack notice) can open the record straight onto a specific section rather than Overview.

The Banner and Quick Actions

The banner shows your logo, the partner’s logo, their name, marketplace channel badges, and a meta row with status, partner type, Since date, and the Owner.

Three controls sit on it:

Bulk Upload Deal Registrations registers a batch of deals with this partner, from a CSV file or your CRM, with you as the Referrer, so the partner’s deal registration form decides what each row needs. The steps and the template’s columns are in Register Several Deals at Once.

Register a Deal on Partner’s Behalf records a deal the partner sourced and asks them to confirm it. It appears only for partnerships you sell through — where the Relationship Type is Our product is being sold, or is not yet set (in which case the action first asks you to set the relationship type) — and stays hidden when the partner is the seller. The partnership status must be Active or Pending. It also needs a Partner Champion on the record with an email address — Fours addresses the confirmation request to that person, so the action stops and tells you to nominate one if the field is empty.

Above the banner, Preview as {partner} switches the page into the partner’s outbound view: the Overview renders the template they see in their portal, and every edit control on the page goes read-only until you click Exit preview. See Customize the Partner Portal Overview.

The Sections Rail

The rail lists the sections in this order:

Not every partner shows all eleven:

• A partner who hasn’t accepted your invitation yet (status PENDING) shows only Overview, Co-Sell, Contacts, Commissions, Marketplace, and Agreements, under a banner explaining why. Those are your own records about the company and are real before anyone replies — a contract can predate the invitation; the rest depend on a partnership being in force.
• Tasks and Resources need the partner to be a linked Fours organization — both address the partner’s own org directly.
• Training needs a linked organization and status ACTIVE, because that is the only state in which courses are shared across a partnership.
• Contacts is your team’s own list, so it’s there for every partner, linked or not, but the partner never sees it, and it leaves the rail while you use Preview as {partner}. A partner with its own Fours workspace keeps a separate list of your people, which you never see either.

The Sidebar

Cloud Account IDs — the AWS, GCP, and Azure account IDs used to auto-match CPPO transactions to this partnership — is a sub-section inside Partner Details rather than a card of its own. There is no separate Partner Type field; Engagement Type is the one that classifies the partner.

Partner Manager and Partner Champion are searchable — type to filter by name or email rather than scrolling the list. Partner Champion options come from the partner’s Contacts, so you don’t need to link a CRM account first: the list holds everyone there, and you can also search by job title. You can set the champion from a contact’s row menu or the contact form, too; it’s the same field.

• The current champion stays pinned at the top with a star, even after they leave the list; then the row reads No longer among the partner’s contacts.
• None clears the champion.
• The bottom of the list confirms what was loaded: All N contacts loaded, or No contacts yet — add one under Contacts.

When Salesforce sets them. If your organization takes the Partner Manager from Salesforce (see Set the Partner Manager from Salesforce), a partner linked to a Salesforce Account gets its Partner Manager from the Account owner, and the picker is read-only while the Account names one. A note under it says where the value comes from:

• Synced from the Salesforce Account owner. Change it in Salesforce. — the owner is your Partner Manager.
• The owner isn’t a user in your organization yet — the Partner Manager stays empty, and Add to organization opens the dialog for adding a user, with the owner’s name and email filled in. Once they’re added, they become the Partner Manager.
• The owner isn’t on your organization’s email domain — they can’t be added, so the Partner Manager stays empty until the owner changes in Salesforce.

When a champion field is mapped too and the Account names a contact in it, Partner Champion is read-only the same way (Synced from the Salesforce Account. Change it in Salesforce.), and neither a contact’s row menu nor the contact form offers Set as partner champion.

Engagement Type

Engagement Type names the motion this partner runs. Pick from:

Reseller and Value Added Reseller sit next to each other deliberately: they are two distinct resale motions, and the difference is worth deciding at the moment you choose. Resellers Fours discovers from your marketplace transactions are created as Reseller — change it if the relationship is really value-added.

The same nine options appear as the Partner Type column of a bulk CSV invitation, so a partner’s type can be set before they ever accept. See Invite Partners.

Domains and Domain Requests

The Domains card lists the email domains that identify this partner. The Primary domain is the email domain of the partner’s Fours organization; any others are domains Fours support has added to it, and they count just like the primary one. Someone with an address on any of them is recognized as this partner, for example on your partner login page. The card is read-only.

You can’t add a domain yourself. When you invite a contact whose address is on a domain the partner doesn’t have, the invite dialog offers Request domain, which asks Fours support to add it. A contact’s ⋯ menu also has Request this domain…, which opens the same dialog. The card lists the domain as Requested until support decides. Once support adds it, people on it can be invited into the partner’s workspace, can join it without approval, and are recognized on your partner login page.

• Only for an active partner with its own organization. The partner must be ACTIVE and linked to its own Fours organization.
• Up to 5 waiting at once. You can have up to five requests waiting for one partner. Once one is decided, you can file another.
• Requests expire. A request that isn’t decided within 14 days expires.
• Some domains can’t be added. Fours refuses personal-mail and cloud-provider domains, and any domain that already belongs to another organization on Fours.
• A partner can have at most 20 added domains.

The Overview Numbers

The Overview’s numbers — the At a glance tiles and the Revenue by Channel and Deals Over Time charts — each carry an ⓘ. Hover over it, or tab to it, to see exactly what the number counts. The definitions read the same for you and your partner, and “you” is always whoever is looking.

Total Deals counts co-sell deals only. Private offers transacted with the partner aren’t included — they’re in the Marketplace section. A deal shared with several partners counts once on each of their records, and a deal whose value has been hidden from you is left out of Avg. Deal Size.

When the Deal Figures Update

Total Deals, Avg. Deal Size, and Deals Over Time are recalculated every hour, so a co-sell registered or changed in the last hour may not be counted yet. To recalculate now, click the refresh icon in the At a glance header, whose hover text reads “Co-sell deals are recalculated hourly. Click to recalculate now.” Anyone who can open the partner record can use it.

Contacts

Contacts is your list of everyone you know at this partner. Fours brings people in from four sources and merges them by email address, and the Source column says where each one came from:

• Salesforce — the contacts on the linked CRM account, a Salesforce account or a HubSpot company. Someone in the linked account is listed with this source even if Fours first knew them from somewhere else; your own edits to them, and a Salesforce sync that is still running or failed, still show.
• Portal user — the members of the partner’s own Fours partner workspace, such as people who signed up through your partner login page or accepted a portal invitation. They’re listed while the partnership is ACTIVE on both sides. Someone who is also on the linked account, or already on your list, keeps their existing source.
• Deal registration — the people on a co-sell between you and this partner, added when the co-sell is accepted.
• Added manually — anyone you add or import yourself.

The Portal column shows which people on the list already use the portal. The partner’s own list of your people never has portal users, and its source filter doesn’t offer Portal user.

When a co-sell is accepted, each side’s people on it join the other side’s contacts as Deal registration: you get the partner’s team on the co-sell and the people you sent it to, and the partner gets your team. Only people who aren’t on the list yet are added; someone you edited or removed is left as they are. Nobody is invited and nothing is synced to Salesforce, and sharing a co-sell adds no one until it is accepted.

People on your own email domain, such as teammates listed on the linked account, are hidden: a note above the list says how many there are, and Show lists them, but they are never synced, invited, or made champion.

Search by name, email, title, or role, and filter the list by role, by source, and by Salesforce status: In Salesforce, Not in Salesforce, Sync failed, or Syncing. The champion is always listed first. Each person has a Role: Partner Manager, Executive, Sales, Technical, Marketing, Finance & Ops, or Other. Until someone picks one, Fours suggests a role from the person’s job title.

Salesforce sync only adds and updates. Nothing is ever deleted in Salesforce, and removing someone from the list never deletes their Salesforce Contact. When you add a person with a Salesforce account linked, the form’s Create in Salesforce switch, on by default, syncs them as you save. A linked HubSpot company’s contacts are listed, but syncing to HubSpot isn’t available yet. With no CRM account linked, Connect next to No Salesforce Account linked opens the same CRM account dialog as Partner Details.

Inviting someone to the partner’s portal needs the partner to be linked to its own Fours partner workspace — not to another company that sells on Fours — with the partnership ACTIVE on both sides, and on a company email domain; until then the list has no Portal column. The person gets an email inviting them to join the partner’s workspace, and accepting adds them to it as an Editor. The Portal column then reads Invited, and Active once they have a login. Only people on the partner’s domains can be invited. For anyone else, request their domain first; see Domains and Domain Requests. For how these invitations differ from a partnership invitation, see Invite More People at an Active Partner.

Set a champion and a Partner Manager before deals flow. The champion receives the co-sells you share with this partner, and the teammate assigned as its Partner Manager in Partner Details leads your side of them; neither can be changed on the deal itself — see Register a Deal with a Partner. A partner with its own Fours partner workspace can’t register a deal with you until both are set, and the champion must be a member of that workspace, because on the partner’s deals the champion leads the partner’s side.

Commissions

The tiles read by direction

The tiles at the top of the section name who owes whom, because “payable” and “receivable” only mean something if you already know which side of the deal you’re on. Fours works the direction out from the commission activity on the record, not from a setting:

A one-way relationship shows two tiles; a two-way one shows four, and the settled tiles are qualified by payer so the pairs can’t be confused. Each tile’s ⓘ gives its definition: the owes tiles count commissions earned and not yet paid, and the Paid so far tiles count everything already paid, all time.

When a partnership carries commissions in more than one currency, the tiles show the leading currency only — the one with the largest total — and a +N other currencies note sits beside them. Hover it to see the same tiles broken out per currency.

Narrowing the ledger

A filter bar sits above the records table:

Under the bar, three tabs split the rows: All, Pending, and Completed, each with a count that follows the active filters.

The table itself shows Deal, Type, Direction, Deal Value, Rate, Commission, Status, and Close Date. Status is one of Calculated, Paid, Realized, Reversed, or Clawback pending.

The three dropdown filters are per-partner and clear when you open a different partner, so one partner’s selection can never silently hide another partner’s rows.

Agreements

Agreements are contract records attached to the partnership. Click Add Agreement, then give it a Name, a Type, an optional Status, and optional Effective Date and Expiry Date. Clicking the name opens the agreement to edit the metadata and attach files.

Each file you attach carries a role: Template, Signed by Party A, Countersigned, Final Executed, or Amendment. Agreement attachments live with the agreement and never appear in the general partner file library.

Events

The Events section shows only what’s shared between you and this partner: events you shared with them, and events they shared with you.

Three tabs split them: All, Shared (created by you), and Received (created by the partner). Alongside the tabs are a search box, an All types filter, and a switcher between list and calendar view.

Click New Event to create one. It opens pre-scoped to this partner.

Only ACTIVE partners appear in the Specific partners picker, and Partners by tier draws on the tiers you configured in Partner Tiers.

Table Conventions

The tables across Partner Management share three habits:

• An Actions column. Per-row actions live behind a kebab menu in a trailing Actions column rather than as inline buttons. Destructive items are red, and an unavailable one explains why underneath its label.
• A Columns chooser on the list pages. The standalone list tables — All Partners, Journeys, Tasks, Training, Certificates, and the Events page — have a Columns control for picking which columns to show, and your choice is remembered in your browser. It’s a list-page convention, not a partner-record one: the sections on this page, the Events section included, have no Columns control.
• Filters and sorting that stick. Sorting and page size persist per table between visits. The exception is the Commissions filter bar on this page, which is deliberately per-partner and resets when you open a different partner.

How a Partner Record Fills In

Where Each Section Is Documented

This page maps the screen. The work inside each section has its own guide:

• Create and Assign Partner Journeys and Track Journey Progress — building and running the journeys shown in the Journeys section.
• Set Up and Manage Commission Plans — the plans that produce the numbers in Commissions.
• Partner Tiers — the tiers on the sidebar Tier card and behind by-tier event sharing.
• Set Your File Sharing Defaults — the defaults that decide what lands in Resources.
• Build a Partner Training Course — authoring the courses that appear under Training.
• Customize the Partner Portal Overview — designing what the partner sees on their own Overview.