SharePartner - Administrator Guide

# Upstream Channel Manager Configuration

1. Enable SharePartner

All SharePartner settings are configured in the upstream company’s ShareCRM. Downstream dealers are the users of SharePartner.

1.1 Turn on Partner features

1) Enabling SharePartner consists of two main steps: enable the “Partner” object and configure the Interconnection applications. Before using SharePartner, enable the Partner feature in CRM.

Navigation: [Admin] - [Business Rules] - [Partner Management]

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a. After enabling Partner, the system automatically creates the “Partner” object.
b. A Channel Manager Role is added by default and granted full permissions on the Partner object to manage partners.
c. Enabling Partner also adds a Contact Record Type called “Partner Contact” and creates a layout for that Record Type.

2) Add employees as Channel Managers. Channel Managers inherit full operation permissions on the Partner object and should be the upstream owners responsible for partner management.

Navigation: [Admin] - [Role & Permission Management] - [Business Feature Permissions] - [Assign Employee Roles]

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1.2 Add Connected Companies and Contacts

There are two ways to establish interconnection between an upstream vendor and downstream dealer: 1) the counterpart does not have a ShareCRM account; 2) the counterpart already has a ShareCRM account.

1) Counterpart without a ShareCRM account: Upstream directly adds the partner as a connected company. Steps:

• Navigation: [Admin] - [Interconnection] - [Enterprise Interconnection] - [Interconnection Accounts] and add the connected company.

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• Set the company type to [Partner]. You can choose an existing Partner from the system or create a new Partner. Companies that already have an established partner relationship appear disabled and cannot be selected.

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• When creating a new Partner, you must also create at least one Partner Contact to successfully establish the connection. Alternatively, create Partner and Partner Contact in the CRM frontend ahead of time. (The contact’s mobile number will be used to open the account—ensure it is correct.) After creating the Partner, click View to open the Partner detail page and add a Partner Contact under Contacts.

• You can select which Interconnection apps to enable for the connected company. SharePartner is enabled by default; we recommend enabling Partner Academy, Announcements, and other apps as needed.

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• Bulk import of connected companies is supported. The import will register each connected company on ShareCRM. Rows with the same Company Name will be added to the same company; each company must include at least one System Administrator among its members. The System Administrator can also act as the connector contact. On the partner selection page you can multi-select partners and bulk-enable application permissions. The system validates that each selected partner includes valid contacts (contacts must have mobile numbers). Only partners with valid contacts will be imported. Imported members default to connector contacts. Upstream owner, person tags, type, and level can be edited after import.

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• Add connector contacts to each connected company; these contacts receive the application permissions the upstream granted.

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2) Counterpart with existing ShareCRM account: Upstream shares an invitation code with the partner. Steps:

• Navigation: [Admin] - [Interconnection] - [Enterprise Interconnection] - [Interconnection Accounts], choose to add a connected company by sending an invitation code.
• Upstream clicks [Add Connected Company] > [Send My Invitation Code], copies the code and sends it to the partner company.
• Downstream uses [Add Upstream Company] in their Interconnection settings, inputs the invitation code, submits, and then adds their connector contacts on the partner detail page.
• After upstream approves and assigns roles under [Interconnection Apps], the interconnection relationship is established.

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2. Permission Settings and Role Assignment

2.1 External access scope

You can limit external access to: all downstream companies, specified downstream companies, or specified contacts within specific downstream companies. Upstream configures this according to business needs.

Navigation: [Admin] — [Interconnection] — [Enterprise Interconnection] — [Interconnection Apps] — [App Basic Info] — [External Access Scope]

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2.2 Assign Roles and Edit Permissions

The system provides a default “Dealer Personnel” Role that corresponds to downstream agents using SharePartner.

Note: Downstream users must be assigned a Role to access and use SharePartner.

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If the default role does not meet requirements, create custom external Roles.

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Upstream can set object-level and field-level permissions for each external Role.

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2.3 Assign Record Types and Page Layouts

Upstream can assign Record Types and Page Layouts of objects to downstream Roles.

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2.4 Set Data Access Scope for Visible Objects

Object access supports five scopes: Private, Company Read-only, Company Read-Write, Public Read-only, Public Read-Write. Assign appropriate read/write permissions per object for each downstream company according to business requirements.

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2.5 Data Sharing Settings

Different downstream Roles can obtain read/write access between each other via Data Sharing rules.

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3. SharePartner Portal Management

Using App and CRM home customization, the portal provides componentized, drag-and-drop home pages tailored for downstream partners across web and mobile. Downstream dealer staff can log into SharePartner from PC or mobile to collaborate and communicate anywhere.

3.1 Web Home Page Configuration

Navigation: Interconnection > Interconnection Apps > SharePartner App > App Home (Web)

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3.2 Mobile Home Template Configuration

Navigation: Interconnection > Interconnection Apps > SharePartner App > App Home (APP)

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4. SharePartner Business Configuration

4.1 Leads and Lead Pool Management

Upstream vendors aggregate leads from multiple channels, cleanse them, and place them into dealer-specific Lead Pools. Configure distribution, claim, and recycle rules so downstream sales representatives can obtain leads directly from upstream, follow up, and convert them. The system supports optimization of lead allocation to match personnel capacity and lead volume.

Channel owners configure Lead Pool rules in CRM.

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4.2 Accounts and Account Pool Management

Upstream vendors gather Accounts from various sources, cleanse them, and place them into dealer-specific Account Pools with distribution, claim, and recycle rules. Downstream sales reps can claim Accounts directly from upstream, follow up, and convert them. This ensures optimal matching between account volume and sales capacity.

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4.3 Opportunities and Opportunity Pipeline Management

Downstream users can create Accounts/Opportunities in SharePartner and submit project registration materials. Business info lookup can auto-populate Account fields to ensure data completeness and validity. Duplicate-check and deduplication tools let you check project names and IDs in real time to avoid conflicts between dealers. Coupled with approval flows, registration is triggered automatically and completes after upstream approval.

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Upstream codifies best sales practices in CRM and assigns partner-specific sales processes aligned with buyer behavior. Downstream sales complete stage tasks to advance Opportunities, standardizing and automating the sales process to increase win rates.

Upstream can view all partners’ Opportunity distributions, key metrics such as Opportunity amount and stage win rates, and leverage Opportunity funnels for forecasting.

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4.4 Products and Authorized Sales Management

Maintain product categories and product records similarly to upstream configuration.

If partner-specific pricing or authorized sales is required, enable Price List and configure Price Lists applicable to Partners; otherwise partners cannot place orders.

After enabling Partner, Price List details include an “Applicable Partners” setting: downstream partners must be assigned an applicable Price List before they can order. Support different Price Lists for different downstream partners; Price List items are customizable. Default applicability is “None.”

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4.5 Interconnected Process Management

1) Interconnection Approval Flows: When upstream creates an approval flow, you can enable interconnection and select the Interconnection App > SharePartner. Example: creating an Opportunity in SharePartner can trigger an approval flow. If both upstream and downstream users need to participate, enable an interconnection node to select external users.

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Two ways to reference external users in interconnection approval flows (external users = downstream personnel / interconnection users):

a. Role variables — select external Roles.
b. User object variables — select external owner or external users.

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When a node is approved or rejected, available post-actions include “External Notification” and “Execute APL Function.”

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2) Interconnection Business Flows: When upstream creates a business flow, enable interconnection and select Interconnection App > SharePartner. If a running business flow requires external users to advance nodes, enable interconnection nodes to select external users.

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Two ways to select external users in business flows:

a. People, Departments, Roles, or User Groups — can select external Roles.
b. Related object person fields — can select external owner or external users.

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3) Interconnection Pipeline (Pipeline): When upstream creates a Pipeline with stages, enable interconnection and select Interconnection App > SharePartner. If running a Pipeline in SharePartner requires external users to advance stages, enable interconnection nodes to select external users.

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4) Interconnection Workflows: Workflow post-actions support sending external notifications and executing custom functions.

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4.6 Reports

Upstream can configure charts on the SharePartner home page. The platform provides out-of-the-box Reports such as Sales Briefing, Lead Conversion, and Opportunity Funnel that are ready to use. Upstream can also share custom Reports with downstream partners.

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5. Advanced Configuration

5.1 Bulk add SharePartner to Primary Navigation

Upstream can push SharePartner into the primary navigation of downstream tenants in bulk when downstream supports receiving the configuration.

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5.2 Channel Fieldwork Management (Field Sales Connector)

Note: Field Sales Connector is an Interconnection app that can be exposed to partners. Upstream Channel Managers can define fieldwork rules for partner members and view partner fieldwork execution data.

Upstream personnel can configure fieldwork rules, fieldwork types, and fieldwork actions for external users in Field Sales Connector. Dealers can check in fieldwork actions inside SharePartner; upstream channel managers can track partner visit activities.

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5.3 Channel Target Management (Target Management)

Support for upstream setting Targets for partners and tracking completion, including:

a. Add a new assessment dimension — Partner — to target rules.
b. Partner subjects support Target analysis. Users with partner view permission can see target values and completion for assigned partners.

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5.4 Multi-level Channel Configuration

In channel scenarios, national distributors, level-1 agents, and level-2 agents may concurrently engage the same Account. As upstream, you can see which partners are working with a given Account. Multiple downstream partners may have permission to place orders and follow up on the same Account.

1. The Partner object can be exposed to downstream.
2. Partner hierarchy: add a field to Partner to select a parent Partner when creating records. The Partner detail page shows the hierarchy.
3. Permission handling based on Partner hierarchy: the system automatically adds the parent Partner’s external owner(s) to the external Related Teams so that parent Partners can view reports submitted by child Partners.

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• More SharePartner capabilities are continuously being released. Stay tuned~