Knowledgebase & Support

The Partnership Management Module in MokoCRM allows organizations to track and maintain relationships with external partners such as affiliates, resellers, sponsors, or collaborators. It provides structured tools for managing agreements, statuses, and engagement activities tied to third-party entities.

The Partnership Management Module in MokoCRM allows organizations to track and maintain relationships with external partners such as affiliates, resellers, sponsors, or collaborators. It provides structured tools for managing agreements, statuses, and engagement activities tied to third-party entities.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Partnership Management
2. Click Activate
3. Optionally configure partner types, default agreement templates, and status labels

🤝 Creating a Partner Record

1. Go to Partners → New Partner
2. Select or link a Third Party record (organization or individual)
3. Fill in:
   • Partner Type (e.g., Reseller, Media, Sponsor)
   • Status (e.g., Active, Pending, Inactive)
   • Start and end dates for the agreement
   • Notes or terms of collaboration
4. Attach supporting documents like agreements or NDAs
5. Save to log the partnership

📂 Managing Partnerships

• Track key fields such as:
  • Engagement dates
  • Assigned manager
  • Performance indicators (if defined)
• Set renewal reminders or expiration alerts
• Link communications, tickets, or shared projects to the partner record

🔗 Integration With Other Modules

• Third Parties: Every partner is linked to an existing customer or contact
• CRM: Document interactions, meetings, and joint opportunities
• Contracts: Manage formal partnership agreements and obligations
• Projects: Collaborate on shared work or co-sponsored initiatives

📊 Reporting and Insights

• Filter partners by type, status, or associated salesperson
• Track partnership activity and renewal timelines
• Export lists for marketing campaigns or partner program updates

📌 Best Practices

• Standardize partner types and statuses for consistent tracking
• Keep agreements and contact details up to date
• Set review dates to assess partner performance and engagement
• Use internal notes to document relationship history and obligations
• Incorporate partnerships into CRM strategies for referrals or co-selling