Manage Channel Partner
The Manage Channel Partner module allows you to view all channel partners, see their lead and booking performance, filter the list, and open detailed information for any partner.
From Manage Channel Partner, you can:
- View all channel partners on the Channel Partner List page
- Search channel partners by name or details
- Filter by sourcing manager, booking range, and status
- View detailed information for any channel partner
Access Manage Channel Partner
Go to:
Sidebar → Manage Channel Partner
The Channel Partner List page opens. Breadcrumb: Dashboard → Master → Channel Partner List.
Channel Partner Table Columns
The table displays the following columns:
| Column | Description |
|---|---|
| Sr.No. | Serial number of the channel partner entry |
| CP Name | Name of the channel partner |
| Mobile Number | Contact number of the channel partner |
| Sourcing Manager | Sourcing manager assigned to the channel partner |
| Leads | Total number of leads received from the channel partner |
| Bookings | Total number of bookings done through the channel partner |
| Status | Partner status — Active or Inactive |
| Action | Eye icon to view channel partner details |
Search Channel Partners
Use the search bar above the table to quickly find channel partners by name, mobile number, or sourcing manager.
Filter Channel Partners
Click the Filter icon above the table to open the Filter Channel Partner drawer.
Available filter fields:
| Field | Description |
|---|---|
| Select Sourcing Manager | Filter channel partners by assigned sourcing manager |
| Select Bookings Range | Filter by booking count using From and To sliders |
| Select Status | Filter by partner status (Active or Inactive) |
Click Apply to filter the list, or close the drawer to cancel.
View Channel Partner Details
Click the eye icon in the Action column for any channel partner. The Channel Partner Details drawer opens on the right side of the screen.
The drawer displays:
| Field | Description |
|---|---|
| CP Name | Name of the channel partner |
| Contact Number | Mobile number of the channel partner |
| Email Address | Email address of the channel partner |
| Location | Location of the channel partner |
| Team | Team size of the channel partner |
| Rera Status | Whether the channel partner has RERA registration |
| Status | Current status (Active or Inactive) |
| Sourcing Manager | Sourcing manager assigned to the channel partner |
Close the drawer using the (X) button at the top right to return to the Channel Partner List.
Important Notes
- The Channel Partner List shows only channel partners assigned to your account.
- Leads and Bookings columns reflect data linked to each channel partner in the pipeline.
- Active partners are currently receiving leads; Inactive partners are no longer active.
- You don’t have access to multiple features in Manage Channel Partner as they are restricted by the Superadmin. Some actions such as adding, editing, or configuring channel partners may not be visible or available depending on your role and permissions set by the Superadmin.