Effortlessly manage electronic signatures for all types of documents directly from your platform. Select the document, designate the signatories, and a simple click sends them an email with a signature link.
After confirmation, the signed document is automatically archived in MyPRM, ensuring optimized, centralized document management.
- Teacher: Alexandre POLINI
You can create a partner company directly in the MyPRM back office interface, or optionally benefit from an automatic creation workflow from your CRM via a connector.
The flows and conditions of creation will be adapted according to the settings of your CRM.
- Teacher: Alexandre POLINI
The Overview page allows you to have all the details of your partner in one page.
- Teacher: Alexandre POLINI
The Activity module allows you to manage 2 types of tasks:
- Partner tasks: Management of tasks shared between you and your partner contacts, whether it is an action to be carried out, a meeting or a business review.
- Internal tasks: These tasks are personal tasks that you can assign to yourself or to a member of your team.
These tasks can be recurring and have deadlines.
You can also attach a document to the task and associate a thread to it.
In this module we will see how to create, assign and manage these tasks.
- Teacher: Alexandre POLINI
The customer list allows you to feed the database with the account and contact information of the end customers.
They can be attached to a deal when creating a lead.
They can also be created during the creation of a lead.
We will see in this course how to create these customers and their contact(s).
- Teacher: Alexandre POLINI
This feature allows you:
- To categorise your partners precisely according to multiple criteria that you will have defined beforehand.
- To use this categorisation in the partner directory by activating one or more of these categories as filter(s) for end users.
- Teacher: Alexandre POLINI
This feature allows you:
- To gather in one place all the important documents related to your relationship with this partner.
- To share confidential documents only with this partner's contacts, by choosing precisely with whom you share.
- To retrieve and store documents that your partner has shared with you (signed legal document, proof of execution of a marketing operation, quote, invoice...).
- Teacher: Alexandre POLINI
This view gives you a summary overview of all your contact points for your partner and will allow you to create new ones and edit existing ones.
- Teacher: Alexandre POLINI
This view shows all the fields of the form for creating a new partner, which you can of course edit or complete.
- Teacher: Alexandre POLINI