Partnership Overview

Modified on Tue, 19 Dec, 2023 at 4:47 PM

Partnership Overview is an innovative concept of consolidating information about each partnership that a forwarder has with another forwarder. It works as a historical database of information records about the partnership, the business exchanged and the quality of the operations performed together.

The information entered in this session, as well as all within your MyPartners, is restricted to your company's users, which can collaborate with the information records within the Partnership Timeline.

Parnity believes that the data consolidated in this session can, in a simple and fast way, deliver to the partnership manager a trustful and consolidated scenario of how each partnership is evolving and find the best way to improve or further develop the relationship with that company.

Within Partnership Overview you will find:

Company name
Location
“Key contacts” - that will give you access to the contacts registered for this company
“About partnership” - where you will be able to see the most important information of your partnerships
“MyRanking” - which ranking lists this partner is at and their position in each list
“All Activities” - a timeline that allows you to see all the information records about that company. You can also leave a note to your team about that partner in this area.

About Partnership

This area has the main goal of consolidating the most important information of all your partnerships. You will be able to see the following default information:

The year you became partners
Profit share

You can use these suggested data, but you can also change them to something that makes more sense to your company. You can also add custom fields, where you will be able to set new fields with any data information that might be important for you to see in all your partners overview page.

*Once you edit or set new fields they are automatically applied to all partners

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