Partner Hub

A stage-based partner board

The directory is organized as a pipeline board. Every partner sits in one of six stages, so you can read the state of each relationship at a glance and move it forward as talks progress.

• Six stages: Prospect, Contacted, In talks, Sampling, Active and Passed. Drag a card or use its stage menu to move a partner, and undo the move if you change your mind.
• Each card shows the company, main contact, category, location, website, the next reminder and the latest activity, plus any linked tickets.
• Summary tiles at the top count total partners, active relationships, deals in motion and follow-ups that need attention.

Adding and updating partners

Partner records are yours to manage. You can add, edit and remove partners directly, without waiting on anyone.

1. 1

   Select Add partner

   Enter the company name, then fill in what you know: category, stage, contact, email, website, region and notes. Only the company name is required.

2. 2

   Add the people you talk to

   A partner can hold several contacts, each with a role, email and phone. Mark one as the primary contact.

3. 3

   Keep the record current

   Open any partner to update details, change the stage or log what happened after a call or meeting.

Partner details and activity history

Opening a partner shows a workspace with everything about that relationship in one place.

• Activity: log notes, calls and emails so the whole team shares one history of the relationship.
• Contacts: manage the people at that partner, including who the primary contact is.
• Follow-ups: set reminders with due dates and check them off as you complete them.
• Tickets: create a request to the Prime Chase Data team about a partner, and see open tickets related to that partner.

Follow-up reminders

The board watches your follow-ups for you. Partners with overdue or upcoming reminders get an attention badge, reminders due within a day surface in a banner at the top, and partners that have gone quiet for a while are flagged so no relationship slips through.

Search, filters and settings

• Search by company, contact, email, location or notes. Plain phrases such as "contacted prospects" or "거래중인 파트너" are understood and turned into filters automatically, in English and Korean.
• Filter the board by category (distributor, retailer, foodservice, broker) or show only partners that need follow-up.
• Directory settings hold reusable email templates and short product descriptions. Engagements that include partner outreach use these when composing emails or letters from a partner record.