> 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).

# 管理合作关系备注

<a href="https://pxa.impact.com/student/activity/1117599?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=eng-350&#x26;utm_campaign=help-center" class="button primary">参加 PXA 课程</a>

保留与合作伙伴互动的历史记录，以便更好地服务于合作关系。

#### 管理备注

1. 在左侧导航栏中，选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **合作伙伴 → 合作伙伴**.
2. 将光标悬停在你想要创建备注的合作伙伴上，然后选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FMLtRUwWz0pujlfmYWOgg%2FMoreVN.svg?alt=media\&token=03a3c355-a347-4207-baf7-c44fadf6d080) **\[更多] → 备注**.
3. 你可以执行几种不同的操作。
   * 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。你也可以添加文件。选择 **添加**.
   * 查看你关于此合作伙伴的任何备注。按以下条件筛选 *全部*, *电子邮件*, *电话*，或 *聊天* 按类型浏览备注。选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-3c5971fb7b03a98375488e97a4317afd60621298%2Fd0fbb4c2c189cdc83bc0eb8e906fa3cb66818d0a9daa1491ea48042160714ed2.svg?alt=media) **\[搜索]** 在所有备注中搜索文本。
   * 向你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。
   * 查看有关你的合作伙伴的详细信息，包括其活动状态、合作关系开始时间、该合作伙伴所在的任何群组，以及账户经理是谁。

     <div data-with-frame="true"><figure><img src="https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FILgEWZZhPBV2eVmYFfcy%2FScreenshot%202026-05-25%20at%2001.01.19.png?alt=media&amp;token=9a0d566b-5b69-4da0-85ff-a5b628021ec5" alt=""><figcaption></figcaption></figure></div>

#### 查看合作伙伴操作

该 *备注* 页面还可以带你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 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **合作伙伴 → 合作伙伴**.
2. 将光标悬停在你想要查看操作的合作伙伴上，然后选择 ![](https://1186853034-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2FMLtRUwWz0pujlfmYWOgg%2FMoreVN.svg?alt=media\&token=03a3c355-a347-4207-baf7-c44fadf6d080) **\[更多] → 备注**.
3. 在右上角，选择 **操作**，然后选择你想要的页面。

   |              |                                                                                                                            |
   | ------------ | -------------------------------------------------------------------------------------------------------------------------- |
   | **页面**       | **说明**                                                                                                                     |
   | **账户经理**     | 如果你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** | <p>切换是否希望向客户收取与您建立合作关系的费用，例如你是为自己管理的品牌服务的代理机构，或者你是品牌方并与所管理的合作伙伴合作。</p><p>可选择在媒体支出上加收一定百分比、按销售收入收取一定百分比，或按每次转化收取固定 CPA。</p> |
   | **查看历史记录**   | 查看你与合作伙伴的合同历史。                                                                                                             |
   | **查看条款**     | 查看你与合作伙伴当前的合同。                                                                                                             |


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