Partners at an account

Where does each partner stand at this account, and will it work this account with us?

On every account page, the Partners at this account panel shows each partner at the account, whether it is present, and its willingness to work the account with you. Your workspace may use its own word for this; see Settings, Terminology.

The rows

One line per partner, with:

• Partner.
• Standing: Present, Absent or Not seen. Present comes from the activities logged with the partner here, or a live deal with the partner on it. You never have to record it.
• Willingness: the latest one recorded, with its date, or Not recorded.
• Last activity: the date of the last activity logged with the partner at this account.

Partners with anything at this account (an activity, a deal, a standing, a willingness or a suggestion) show first, most recent first. Show all partners lists the rest by name. A dot with a number beside a partner means Triad has a suggestion waiting for it.

Recording on a row

Click a partner's line to open it.

• Record willingness: pick the outcome and the date, then Record. An outcome that needs a reason asks for one, and Triad drafts it from the account's recent activities for you to edit.
• Mark absent: the partner is not at this account. One click, and an activity is written in the same save, so the account's history shows it. Clear absent undoes it. A later activity with the partner here clears it too.
• Note: type what you learned and Save note. The note is saved as an activity, word for word, the moment you save it.

Recording a negative finding is one action. A partner that will not work an account is worth recording as much as one that will.

Suggestions

If a note you or a teammate saved says something Triad can record, such as "they said they will co-sell at this account", a suggestion appears on the partner's open row with the sentence it came from. One tap records it, one dismisses it. See the suggestions doc.

FAQ

Do I need to record Present?

No. Triad derives it from activities and deals.

Why is my note not on the row?

It is in the account's activities. A note is never rewritten or moved into a field.