MAXVAK/cp — Channel Partners

Channel Partners

For the CP Manager and managers. Sign in with your company account.

Firms

the channel-partner register

Visits · last 21 days

–

Firms bringing visits · 21d

–

Gone to zero

–

brought before · nothing in 21d

Never brought a visit

–

registered partners, zero ever

Partner visits, week by week

Bringing visits — last 21 days

Firm	Visits · 21d	Prev 21d	Change	12-week rhythm	Live	People	Bookings	Last visit

Gone to zero — brought visits before, none in 21 days

Firm	Ever	Live	People	Bookings	Last visit	Silent

Never brought a visit

How this works: every partner firm has a permanent CP-ID (like CP100512) in our own register, and visits come from the visit ledger — paper-backed facts, not guesses. "Live" is how many of a firm's customers are still inside a claim window; bookings are counts, joined through the CRM's partner link. Tap any firm — even one that has never brought a visit — for its full page. New spellings from the forms wait in the Match queue until a person binds them — nothing is merged by a machine. Phone numbers only ever show their last digits. Nothing on this page writes to Bigin.

Relationship pipeline

every firm in the register, staged by where the relationship stands

Loading…

A firm moves lanes on its own as visits arrive — nothing here is dragged by hand. "Spoke" is the last call from the CP team to any number saved under the firm's People, so a relationship shows even before the first visit. Adding a firm mints a permanent CP-ID with the status "prospect" — no lead or visit needed.

Channel partner visits

every visit a partner brought — filter, page, add, chase the form

Channel-partner visits only — visits with no partner attached (house visits) live in the manager CRM's Visits tab. Every completed partner visit counts in statistics, but only a visit backed by a form can start a partner claim — a typed or sheet-imported visit wears its "no form" mark until the paper arrives. Press Upload form on a row the moment the paper shows up.

Forms

every visit form ever — search by VF number, client name, or phone

All CP-named

This lists every form ever — the digitized paper backlog included. Older forms’ images live inside the archive PDF bundles — search by name or number to find any form. Scans open in a new tab on signed links; phone numbers only ever show their last digits.

Lead check

a partner asks about a buyer — check the number before promising anything

Enter the buyer’s number and which partner is asking. The check runs on the live CRM, and every lookup leaves an audit note on the matched lead.

Lead check needs the live site — it runs on crm.maxvak.com, not on a local preview.

Buyer’s phone (10 digits) *

Which partner is asking? *

No match means the number is fresh — no lead exists yet. If the check can’t run it says so honestly — it never guesses. Nothing here creates or changes a lead; and remember: a visit is only a visit with a form.

Live customers — every open claim window

Customers the partners brought us whose claim window is still running. These relationships are the reason partners keep bringing people — look after them. Tap any row for the customer’s full story.

Why isn't someone here? A customer shows here only while a claim window from a FORM-backed visit is running. A visit without a form never starts a claim — chase the form.

Match queue — spellings waiting for a home

A visit form named a partner in a spelling nobody has confirmed yet. Type the firm it really is and press Bind — or mint a new firm if it truly is someone new. Every bind is logged with your name.

Events

guest lists, QR passes, the gate scanner, the partner scoreboard

Open the gate scanner ↗

Loading…

How an event works. Create it, add the partner firms from the register (every person with a phone gets their own pass), add or import the other guests, send each pass link on WhatsApp. On the day, staff open /event on their phones and scan passes at the gate; a customer’s first scan records a completed visit on the ledger, so partner claims and the Visit Rewards count ride the same spine as a paper form. Walk-ins register at the gate in thirty seconds, or by themselves from the standee QR.

Live at the gate

refreshes every 30 s while this page is open

Guest list

Partner scoreboard

Partner names typed at the gate, not yet matched

Bind each spelling to the real firm — the visit’s credit follows. Same rule as the match queue: a human binds, never a machine.

What counts as a qualified visit (Visit Rewards, stated default — the owner may change it): a customer a partner brought · new to us (phone never seen in the CRM) · arrived (gate scan) · walked (a gallery, presentation or flat scan). The Qualified column is that rule, computed live. Phones show in full here because this is the desk’s working list; the gate scanner shows tails only.

Channel Partners

Firms

Relationship pipeline

Channel partner visits

Forms

Lead check

Events

Live at the gate

Partner scoreboard

Partner names typed at the gate, not yet matched

Add a visit — typed

Add a firm — being courted

Upload the form for this visit

Upload a form

Add a person

New event

Add a guest

Import a list

Bind a partner spelling

Add partner firms from the register