Impartner Dynamic Forms Provide Unmatched Flexibility in Using PRM Forms for Almost Any Use Case

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Feb 02, 2023, 15:10 ET

Multiple enhancements released to Impartner's platform to support advanced configurations commonly requested by customers

SALT LAKE CITY, Feb. 2, 2023 /PRNewswire/ -- Impartner, the world's most complete, most highly rated, and most award-winning Partner Relationship Management (PRM) provider, announced enhancements to Dynamic Forms within Impartner PRM to provide unmatched flexibility for partners to successfully capture every type of use case for their partner channels. The company used its customer feedback program to implement these design updates, making forms easier to set up and use, and enhancing and simplifying a partner's records and measurement capabilities.

Enhancements have been made to numerous areas, including the following:

Pipeline Manager

Improved design for enriched user-friendliness and mobile capabilities.
The Dashboard contains roll-up totals with configurable icons and colors; tabs can be re-ordered to items needed by partners first.
Search and Filter functionality has been simplified to one search field that auto-fills results as users type; filters built with advanced logic to help partners find records more easily.

Deal Contact Association

A deal contact association has been added to the dynamic forms widget so partners can select the contact associated with deals.
Drag and drop interface has been updated.
Partners can export lists of deal records to CSV format.

Custom Object Management

Administrators can now perform bulk update actions on custom objects, allowing for more efficient management at scale.

Conditional Validation on Form Fields

Required fields can be configured based on advanced logic, such as hiding the language field on partner registration, unless a user selects a country outside of the U.S., and then the language field can be shown or even required.

Hidden Fields on Forms

Companies can create default values on a submission and make those fields not visible to the user, such as setting Lead Source to Deal Registration as opposed to populating the fields through workflow.

The enhancements are available to customers today, along with an updated User Guide to walk all customers through these new processes.

To learn more about how Impartner helps corporations from the smallest to the largest enterprises like Honeywell, Qualtrics and Vertiv grow their channel revenue by an average of 32.3% in the first year of use alone, click here.

About Impartner
Impartner is the fastest-growing, most award-winning provider of channel management technologies, including its flagship Partner Relationship Management (PRM) and Partner Marketing Automation solutions, which help companies worldwide manage their partner relationships, drive demand through partners and accelerate revenue and profitability through indirect sales channels. For more information on Impartner, which is based in Utah's tech hotbed, the Silicon Slopes, visit impartner.com.

Impartner Contact:
Chelsea Rider
Impartner
[email protected]

SOURCE Impartner