> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/manage-partnership-notes.md).
# 管理合作备注
参加 PXA 课程
保留与合作伙伴互动的历史记录，以更好地服务合作关系。
#### 管理备注
1. 在左侧导航栏中，选择  **\[Engage]** → **合作伙伴 → 合作伙伴**.
2. 将光标悬停在要创建备注的合作伙伴上，然后选择  **\[更多] → 备注**.
3. 您可以执行几种不同的操作。
* 编写一条关于合作伙伴互动的备注。写完备注后，选择该备注是基于电子邮件、电话还是与合作伙伴的聊天。也可以选择添加文件。选择 **添加**.
* 查看您对此合作伙伴的任何备注。按以下方式筛选： *全部*, *电子邮件*, *电话*，或 *聊天* 以按类型浏览备注。选择  **\[搜索]** 以在所有备注中搜索文本。
* 向您的合作伙伴发送电子邮件，或向合作伙伴的账户添加联系人。
* 查看有关合作伙伴的详细信息，包括其活动状态、合作关系开始时间、合作伙伴所属的任何群组，以及账户经理是谁。
#### 查看合作伙伴操作
该 *备注* 页面也可带您前往其他有助于管理合作关系的页面。
1. 在左侧导航栏中，选择  **\[Engage]** → **合作伙伴 → 合作伙伴**.
2. 将光标悬停在要查看操作的合作伙伴上，然后选择  **\[更多] → 备注**.
3. 在右上角，选择 **行动**，然后选择您想要的页面。
| | |
| ------------ | ------------------------------------------------------------------------------------------------------------------ |
| **页面** | **说明** |
| **账户经理** | 如果您希望为此合作伙伴指定特定的账户经理，请切换此项。 |
| **自定义值** | 最多设置三个自定义 URL 值。 |
| **合作伙伴集成** | 管理此合作伙伴的跟踪集成。 |
| **$ 客户成本设置** | 切换是否要向客户收取与您建立合作关系的费用，例如如果您是代管品牌的代理机构，或者您是某品牌的一员并管理其合作伙伴。
选择按媒体支出加收一定百分比、按销售收入收取一定百分比，或按每次转化收取固定 CPA。
|
| **查看历史记录** | 查看您与合作伙伴的合同历史记录。 |
| **查看条款** | 查看您与合作伙伴的当前合同。 |
---
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