Commspace

When a Partner leaves the business, you can deactivate a partner. This will also apply to changing a partner to active again.

Partner status

Defining partner records to use in agreements

How to add, activate and deactivate Partners

Irrespective of the spelling from all the different providers, we want the different spellings to always mean one specific partner.

Specify specific provider codes for your partners.

Tracking employee numbers, adviser numbers or partner codes.

What is the difference between a partner and a responsible partner?

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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