Partnerships CRM
Partnerships CRM: Events Tab
Events tab manages partnerships-specific event records and event-side involvement operations.
Why These Events Are Separate
CRM events are not the same as public registration events.
Reason:
- partner outreach often starts before public event pages are created
- partnerships team needs planning fields that public events do not carry
Optional bridge fields exist for future linking to main events.
Creating A Partnerships Event
Required:
- event name
- event year
Recommended:
- outreach start date
- event start/end date
- sponsorship goal
- event notes
Date format must be YYYY-MM-DD.
Tier Presets
Each event can define its own tier presets.
Tier preset fields:
- label (for display)
- key (normalized slug)
- default amount (optional)
Why this matters:
- involvement forms can assign tiers quickly
- default amount helps reduce repeated manual entry
- reporting stays consistent across records
Event Detail View
Event detail shows:
- current goal/progress context
- involved partners for that event
- status mix and follow-up pressure
From this view you can:
- link existing partner
- edit involvement status/role/tier/amount/follow-up
- remove involvement link
Involvement Roles
Role is flexible text so one event can include:
- sponsor
- mentor
- keynote speaker
- judge
- workshop lead
- any custom relationship type
Use role consistently so filtering and handoffs stay clean.
Event Delete And Archive Behavior
- delete is blocked if partner-event links still exist
- archive should be default for historical events
- use delete only for incorrect test data or accidental records
Event-Level Workflow Example
- Create event with goal + dates.
- Add tier presets.
- Link first batch of target partners.
- Set follow-up dates on all open statuses.
- Review event scoreboard in Overview.
- Iterate weekly.
Code Locations
- page orchestration:
bt-web-v2/src/pages/admin/partnerships.tsx - event/involvement dialogs:
bt-web-v2/src/components/PartnershipsCRM/PartnershipsDialogs.tsx - backend event handlers:
services/partnerships/handler.js - normalization helpers:
services/partnerships/helpers.js
Related Docs
- day-to-day operator flow: Admin Workflows
- partner-side editing: Partners Tab
- metrics impact: Overview Tab