The Partner Profile section allows you to display and manage partner information directly inside your partner portal. This smart section is powered by data from your CRM and Introw, giving partners visibility into their own details and the ability to keep that information up to date.
What is the Partner Profile?
The Partner Profile is a configurable section in your partner portal that shows key information about each partner, such as:
Company (partner) name
Website
Logo
Partner tier
CRM properties like type, industry, country, or region
All information is sourced from your CRM and Introw, ensuring consistency between your internal systems and what partners see in the portal.
How it works
Add the Partner Profile to the experience
You can add the Partner Profile as a Smart section in your partner experience. Once published, the partner portal automatically displays partner-specific data based on the logged-in partner.
Choose which partner properties to show
You can configure, at scale, which properties are visible in the Partner Profile section across the partner portals. This allows you to tailor the experience without creating custom profiles for each partner.
These partner properties can include:Introw properties (Logo, Tier, Partner manager, Partner champion)
Any synced CRM properties (for example: industry, country, employee count, description, etc.)
Allow partners to edit properties
For each property, you remain in full control and can decide which fields partners are allowed to edit. Read-only fields can never be edited by partners. When a partner updates an editable field:
The change is reflected in Introw
The updated value is synced back to your CRM
This ensures your CRM stays current without requiring internal teams to manage routine updates.
Below an example if a partner is allowed to edit certain properties like their logo, industry and their website for example.
Limit who can edit the Partner Profile
You can take this a step further by restricting which partner contacts are allowed to edit the Partner Profile, based on Introw segments. For example, only contacts with a specific role (like Admin) or partner type can update editable fields, while other contacts see the profile in read-only mode.
For more details on how to set up segments based on partner or contact properties, check out the Segments article.
Why use the Partner Profile?
The Partner Profile helps you:
Give partners transparency into the information you have on them
Reduce manual updates and back-and-forth with partners
Keep your CRM data accurate and up to date
Scale partner data management across your entire ecosystem