Sales & CRM

Partner Management

Track strategic partners by tier and collaboration status. Rows are Partner Tier (Gold, Silver, Bronze); columns are Status (Active, On Hold, Pending).

What this board starts with

Rows — Partner Tier

  • Gold
  • Silver
  • Bronze

Columns — Status

  • Active
  • On Hold
  • Pending

Four examples are included

These are ordinary cards, included so the first board is useful immediately. Edit or delete them like any other card.

  • Northstar Consulting

    Gold × Active

  • Brightline Media

    Silver × Pending

  • Harbor Logistics

    Bronze × On Hold

  • Cedar Systems

    Silver × Active

Ask another question later

Swap Status and Partner Tier, or choose another facet for either axis. The cards keep their assigned values and the board lays them out again.

How pivoting works

Build your own Partner Management board

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Frequently Asked Questions

Track strategic partners by tier and collaboration status. Rows are Partner Tier (Gold, Silver, Bronze); columns are Status (Active, On Hold, Pending).

Yes. Partner Tier and Status can trade places, or you can put another facet on either axis. The same cards are laid out from their existing values.

Yes. Every template is free on every plan, including Free, which allows five boards per space.