Dashboard Finance Yma CRM Admin

Partnership and distribution pipeline

Partners

Manage partner companies and individuals, record cooperation opportunities, and preserve reseller relationships separately from the healthcare client database.

Attribution

Relationship database

Companies and individuals

Review key information, discussions, opportunities, contractual terms and any healthcare clients generated through the relationship.

0 profiles
OpenContact personPartner typeOpportunityYma ContactCRM clients

Relationship profile

Business opportunity

Activity

Record discussions, outreach, decisions and outcomes against the relationship.

Agreements and obligations

Keep the governing contract, commercial terms and delivery obligations visible.

Clients generated through this relationship

Link an existing healthcare CRM company or create one with the relationship, agreement and curator attribution preserved.

Partner profile

Add person or company

Create a company or an individual acting independently.

Profile

Key identity, contact and relationship information.

Company details

Information about the external organisation.

Opportunities

Create a relationship workflow for a reseller, partner, investor, media organisation, or consultant. Each workflow presents stages suited to that relationship.

Activity

Record calls, messages, meetings, discussions and outcomes against this profile.

Agreements and obligations

Review contractual terms, governing documents and commitments linked to this relationship.

Attributed healthcare CRM clients

Clients generated through this relationship remain in the classic healthcare CRM with their origin preserved.

Partners intake

Upload relationships

Accepted formats: CSV, XLS and XLSX. Recommended columns: Entity Type, Name, Company Name, Opportunity Title, Opportunity Type, Job Title, Website, Email, Phone, LinkedIn, Summary and Commercial Terms.

Choose a file to check its rows and taxonomy.