Limits
The record holds the partner type, the access, the shared work, and the performance. The sale stays outside it.
Partners Management
Coordinate brokers, agencies, consultants, contractors, and service partners through controlled access, shared work, and measurable performance.
Why the partner record matters
A partner is recorded once, with controlled access and shared work on that record. Performance stays there, whether the partner is a broker, an agency, a consultant, a contractor, or a service partner.
Connected view
Keep each broker, agency, consultant, contractor, and service partner on its own record.
Right context
Show what that partner may access, and which work is shared, before access is opened.
Workflow data
Read the performance already recorded to see what the shared work still needs.
Shared pipelines
Hand shared work on with the partner’s access and the measured performance still attached.
Measured performance
Keep performance on the partner record, so shared work can be read back to the access that partner was given.
Related Features
Why Amarnex?
Handoffs
Opened access goes into the shared work, and measured performance returns with that access still attached.
Confirm first
Confirm the partner type, what they may access, and which work is shared before access is opened.
Limits
The record holds the partner type, the access, the shared work, and the performance. The sale stays outside it.
Handoffs
Opened access goes into the shared work, and measured performance returns with that access still attached.
Confirm first
Confirm the partner type, what they may access, and which work is shared before access is opened.