Tracking Partners (Agronomy, Nutrition)

Alongside the Accounts Organizational and Purchasing Profile, Scorecard, and Plan, you can associate and track Partners. Partners are any third party, such as Agronomists or Nutritionists, that work in tandem with your customers to benefit their business.

Create Partner

Creating a new Partner is similar to creating other activities in Handle (Creating a new Activity). Partners can be created from the main navigation bar, an account, or activities, such as Account Plan.

1. Select [+] button from navigation bar
2. Choose Partner
    
3. 
4. Fill in Contact info and Address Details
5. Link Partner to one or more Accounts
   1. Viewing an existing Partner will display all the Accounts to which the Partner is linked
   2. 

Linking Existing Partner to Account

1. Open an Account
2. Expand Profile group
3. Use type-ahead search or drop-down select list
4. 

Search and reporting

You can search, report, and export based on Partner information using Handle Advanced search.

1. Select Partner from Navbar
2. Create search
    
3. 
4. Available fields to search by and display in grid
   1. Address Name
   2. Alt Phone
   3. Business Name
   4. City
   5. Country
   6. County
   7. Created on
   8. Email
   9. Fax
   10. First
   11. Last
   12. Middle
   13. Mobile
   14. Preferred Contact Method
   15. Primary Phone
   16. State
   17. Street 1
   18. Street 2
   19. Street 3
   20. Title
   21. Type
   22. Zip
5. Any saved searches automatically display on mobile apps