In this article, we will discuss the process of sending and managing contracts with your partners and maintaining their profile within Coachbar PRM.
Navigate to the Incentives module and click on "Contracts". This will open up a list of your connected partners.
To begin with, you can assign a partner manager to the appropriate partner. Once you have assigned a manager, click on the preview button located next to the name of the partner company to review all the information. After reviewing the details, you can upload the contract accordingly.
Once you have added all the necessary information, upload the draft contract to the profile. This will automatically send the contract to the partner.
If you need to resend the contract, click the send button for the contract, a pop-up message will appear where you can customize the message you want to send. You can draft a message using the available parameters that we offer, attach any necessary files, and send it directly to the relevant partner.
When a contract is sent, it will have a "Pending" status. Once a partner uploads the signed contract from their end, this will automatically change your contract status to "Active".
If you need to modify the contract, kindly edit it, upload the required documents, and send it again as per the updated terms. Similarly, if you wish to end a contract, please access the profile and click on the 'terminate' button located in the top right corner of the screen.
To access the contract attached to your partner profile, go to "My Partners" and click on any of your partner's names. This will bring up a Partner card. You can edit your contract directly from the partner card, and this will be reflected in your contact information.
If you need further assistance, please contact our dedicated customer support team at support@coachbar.io, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.