Single source of truth for inventory
Publish canonical unit status, pricing bands, and documents once; propagate to every partner workspace. Conflicting spreadsheets are where deals die and disputes start.
Separate “marketplace browsing” from direct CRM ownership to reduce double claims. Clear claim timers and auto-release rules prevent hoarding.
Communication norms partners will follow
Notify partners when status changes, co-broke rules update, or incentives shift. Push in-app and email digests; reserve WhatsApp for time-sensitive holds expiring.
Gate sensitive buyer PII behind role policies while still enabling fast callbacks—velocity and compliance are not mutually exclusive with good design.
Metrics that matter
Track partner-sourced pipeline separately from direct so finance can reconcile payouts without breaking Meta or Google attribution logic.
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